ERTS Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
ERTS Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,216,481
-5.3%
103,797
+0.1%
4.87%
-2.1%
Q2 2023$21,338,885
+7.0%
103,703
+1.4%
4.97%
+2.9%
Q1 2023$19,934,655
+9.2%
102,287
+0.7%
4.83%
+2.1%
Q4 2022$18,251,513
+8.8%
101,533
+3.2%
4.73%
+0.5%
Q3 2022$16,777,000
-1.6%
98,378
+1.2%
4.71%
-2.7%
Q2 2022$17,043,000
-17.6%
97,176
+4.6%
4.84%
-16.5%
Q1 2022$20,691,000
-5.4%
92,863
+8.5%
5.79%
+11.0%
Q4 2021$21,864,000
+11.1%
85,557
+2.8%
5.22%
+1.0%
Q3 2021$19,687,000
-1.0%
83,259
-1.0%
5.16%
-4.0%
Q2 2021$19,885,000
-8.8%
84,075
-17.3%
5.38%
-16.7%
Q1 2021$21,807,000
+8.3%
101,623
+7.0%
6.46%
-1.2%
Q4 2020$20,136,000
+53.9%
94,952
+30.7%
6.54%
+32.8%
Q3 2020$13,085,000
+10.2%
72,638
+1.0%
4.92%
+2.6%
Q2 2020$11,877,000
+44.8%
71,947
+11.1%
4.80%
+20.8%
Q1 2020$8,201,00064,7373.97%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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