9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$320,202
-5.3%
1,6440.0%0.06%
-3.1%
Q2 2023$338,286
-3.4%
1,644
-8.5%
0.06%
-9.9%
Q1 2023$350,022
+3.4%
1,796
-4.7%
0.07%
-2.7%
Q4 2022$338,668
-4.3%
1,884
-9.3%
0.07%
-19.8%
Q3 2022$354,000
-0.3%
2,078
+2.8%
0.09%0.0%
Q2 2022$355,000
-26.5%
2,022
-6.8%
0.09%
-18.8%
Q1 2022$483,000
+65.4%
2,169
+88.9%
0.11%
+67.2%
Q4 2021$292,0001,1480.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders