Marcum Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 621 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.5%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,332,678
+0.8%
6,842
+6.5%
0.16%
+3.2%
Q2 2023$1,322,549
-1.0%
6,427
-6.3%
0.16%
-7.2%
Q1 2023$1,336,228
+6.8%
6,856
-1.5%
0.17%
+0.6%
Q4 2022$1,251,449
-19.8%
6,962
-23.9%
0.17%
-30.0%
Q3 2022$1,560,000
+8.7%
9,149
+11.9%
0.24%
+10.2%
Q2 2022$1,435,000
-23.1%
8,179
-2.4%
0.22%
-16.7%
Q1 2022$1,866,000
-16.0%
8,377
-4.0%
0.26%
-16.5%
Q4 2021$2,222,000
-1.5%
8,726
-8.6%
0.31%
-12.7%
Q3 2021$2,255,000
-7.1%
9,545
-7.1%
0.35%
-10.2%
Q2 2021$2,428,000
-6.5%
10,271
-15.1%
0.39%
-7.9%
Q1 2021$2,597,000
-7.7%
12,104
-8.7%
0.43%
-35.2%
Q4 2020$2,813,000
-4.4%
13,263
-18.8%
0.66%
-26.8%
Q3 2020$2,943,000
+7.5%
16,337
-1.5%
0.90%
+7.1%
Q2 2020$2,737,00016,5810.84%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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