Opes Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,182,872
-9.2%
42,013
-4.1%
2.27%
-11.3%
Q2 2023$9,015,813
+6.8%
43,815
+1.1%
2.56%
-6.1%
Q1 2023$8,443,609
+15.6%
43,325
+6.7%
2.72%
+2.6%
Q4 2022$7,301,851
+11.0%
40,620
+5.3%
2.65%
+0.8%
Q3 2022$6,579,00038,5802.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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