Wolff Financial Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 727 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,075
-0.2%
36,324
-0.1%
2.42%
-2.2%
Q1 2023$7,089
+6.1%
36,375
-2.2%
2.47%
-0.1%
Q4 2022$6,684
-99.9%
37,182
-27.3%
2.47%
-37.9%
Q3 2022$8,726,000
-1.2%
51,171
+1.6%
3.98%
+1.3%
Q2 2022$8,833,000
-14.5%
50,364
+8.6%
3.93%
-4.2%
Q1 2022$10,334,000
-12.2%
46,380
+0.4%
4.10%
-7.9%
Q4 2021$11,766,000
+40.9%
46,210
+18.7%
4.45%
+16.3%
Q1 2021$8,352,000
+6.9%
38,920
+5.6%
3.83%
-6.6%
Q4 2020$7,816,000
+20.6%
36,858
+2.5%
4.10%
+6.6%
Q3 2020$6,480,000
+11.6%
35,975
+2.3%
3.84%
+4.1%
Q2 2020$5,806,000
+33.3%
35,168
+2.3%
3.69%
+12.3%
Q1 2020$4,356,000
+11.3%
34,387
+39.5%
3.29%
+26.7%
Q4 2019$3,914,000
+10.0%
24,653
+2.6%
2.60%
-0.1%
Q3 2019$3,559,000
+5.0%
24,027
+5.8%
2.60%
-0.4%
Q2 2019$3,390,000
+8.8%
22,705
+4.0%
2.61%
+0.9%
Q1 2019$3,116,000
+33.3%
21,826
+11.7%
2.59%
+13.7%
Q4 2018$2,338,00019,5362.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders