NICOLET ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,392,691
-3.9%
7,272
+1.7%
0.15%
-3.1%
Q2 2023$1,449,250
+14.2%
7,149
+7.0%
0.16%
+8.9%
Q1 2023$1,268,840
-23.2%
6,682
-24.2%
0.15%
-33.0%
Q4 2022$1,651,496
+43.5%
8,810
+31.9%
0.22%
+16.0%
Q3 2022$1,151,000
-6.2%
6,678
+0.0%
0.19%
+3.3%
Q2 2022$1,227,000
-17.4%
6,677
-2.2%
0.18%
-6.2%
Q1 2022$1,486,000
-14.9%
6,824
-0.6%
0.19%
-9.8%
Q4 2021$1,747,000
+7.2%
6,863
-0.4%
0.22%
+3.9%
Q3 2021$1,629,000
-0.3%
6,894
-0.3%
0.21%
-2.8%
Q2 2021$1,634,000
+7.4%
6,913
-2.5%
0.21%
-0.5%
Q1 2021$1,522,000
+5.3%
7,092
+4.1%
0.21%
+5.4%
Q4 2020$1,445,000
+17.6%
6,815
-0.1%
0.20%
+6.3%
Q3 2020$1,229,000
+10.0%
6,824
+0.9%
0.19%
+11.0%
Q2 2020$1,117,000
+20.8%
6,763
-7.4%
0.17%
+5.5%
Q1 2020$925,000
-30.0%
7,304
-12.3%
0.16%
-21.6%
Q4 2019$1,322,000
+7.1%
8,325
-0.0%
0.21%
+11.2%
Q3 2019$1,234,000
-1.3%
8,329
-0.5%
0.19%
-2.1%
Q2 2019$1,250,000
+5.8%
8,374
+1.2%
0.19%
-4.5%
Q1 2019$1,181,0008,2740.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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