9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 721 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.4%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$351,686
-4.1%
1,532
-1.5%
0.05%
-5.3%
Q1 2024$366,889
+7.4%
1,5560.0%0.06%
-5.0%
Q4 2023$341,651
+6.7%
1,556
-5.4%
0.06%
-3.2%
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 Q1 2022
NameSharesValueWeighting ↓
Truepoint, Inc. 814,958$207,505,0009.68%
STEPHENS GROUP ASSET MANAGEMENT, LLC 394,373$100,415,0009.62%
BHK Investment Advisors, LLC 93,433$23,790,0009.38%
Fulcrum Capital LLC 159,437$40,596,0008.80%
Bryn Mawr Capital Management, LLC 79,447$20,229,0007.68%
Axiom Advisory, LLC 35,939$9,158,0007.52%
Praetorian Wealth Management, Inc. 89,166$22,703,0007.37%
Waverly Advisors, LLC 365,078$80,503,0006.96%
Trust Co 112,449$28,631,0006.68%
AIRE ADVISORS, LLC 57,003$14,517,0006.27%
View complete list of VANGUARD INDEX FDS shareholders