Joseph P. Lucia & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 667 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,164,674
-6.6%
11,114
-1.4%
1.51%
-2.4%
Q2 2023$2,318,411
+8.9%
11,267
+3.1%
1.55%
+4.7%
Q1 2023$2,129,563
+7.6%
10,927
-0.8%
1.48%0.0%
Q4 2022$1,979,877
-0.4%
11,014
-5.5%
1.48%
-5.0%
Q3 2022$1,988,000
-1.9%
11,659
+0.9%
1.56%
+9.1%
Q2 2022$2,027,000
-22.0%
11,555
-0.9%
1.43%
-9.4%
Q1 2022$2,598,000
-15.5%
11,662
-3.4%
1.58%
-19.1%
Q4 2021$3,074,000
+10.0%
12,071
+2.0%
1.95%
+18.0%
Q3 2021$2,795,000
+1.3%
11,830
+1.3%
1.66%
+0.4%
Q2 2021$2,760,000
+12.7%
11,679
+2.3%
1.65%
+50.9%
Q1 2021$2,450,000
+6.3%
11,415
+5.0%
1.09%
-32.1%
Q4 2020$2,305,000
+16.4%
10,867
-1.2%
1.61%
-13.0%
Q3 2020$1,981,000
+13.1%
10,995
+3.7%
1.85%
+17.4%
Q2 2020$1,751,000
+37.0%
10,605
+5.2%
1.58%
+10.8%
Q1 2020$1,278,000
-25.4%
10,084
-6.5%
1.42%
-8.8%
Q4 2019$1,713,000
+7.4%
10,790
+0.2%
1.56%
-5.2%
Q3 2019$1,595,000
-6.7%
10,770
-5.9%
1.64%
-8.4%
Q2 2019$1,709,000
-32.7%
11,444
-96.9%
1.79%
+848.7%
Q1 2019$2,541,000371,1290.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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