Bernardo Wealth Planning LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 668 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

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Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$535,618
-5.3%
2,7500.0%0.21%
-5.8%
Q2 2023$565,867
+5.6%
2,7500.0%0.22%
-2.2%
Q1 2023$535,947
+8.4%
2,7500.0%0.23%
-0.4%
Q4 2022$494,340
+3.9%
2,7500.0%0.23%
-14.1%
Q3 2022$476,000
-1.2%
2,7500.0%0.27%
-2.2%
Q2 2022$482,000
-21.2%
2,7500.0%0.28%
-9.5%
Q1 2022$612,000
-12.6%
2,7500.0%0.30%
-11.1%
Q4 2021$700,000
+7.9%
2,7500.0%0.34%
-9.3%
Q3 2021$649,0000.0%2,7500.0%0.38%
-3.3%
Q2 2021$649,000
+7.3%
2,750
-2.6%
0.39%
+1.3%
Q1 2021$605,000
+1.2%
2,8230.0%0.38%
+66.7%
Q4 2020$598,000
+17.7%
2,8230.0%0.23%
+1.3%
Q3 2020$508,000
+5.2%
2,823
-3.6%
0.23%
-12.0%
Q2 2020$483,000
+23.5%
2,928
-5.2%
0.26%
-4.8%
Q1 2020$391,000
-20.2%
3,0890.0%0.27%
-8.4%
Q4 2019$490,000
+7.2%
3,0890.0%0.30%
-10.3%
Q3 2019$457,000
-2.4%
3,089
-1.4%
0.33%
-9.6%
Q2 2019$468,000
+4.2%
3,133
-0.4%
0.37%
+2.8%
Q1 2019$449,000
+24.4%
3,146
+4.4%
0.36%
+11.6%
Q4 2018$361,000–3,014–0.32%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders