Williams Jones Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$951,695
+0.1%
4,886
+5.7%
0.02%
+7.1%
Q2 2023$950,779
+11.6%
4,621
+5.7%
0.01%
+7.7%
Q1 2023$852,264
+7.8%
4,373
-0.6%
0.01%0.0%
Q4 2022$790,542
+13.1%
4,398
+7.3%
0.01%
+8.3%
Q3 2022$699,000
-3.7%
4,099
-1.0%
0.01%0.0%
Q2 2022$726,000
-22.0%
4,142
-0.9%
0.01%
-7.7%
Q1 2022$931,000
-12.9%
4,179
-0.5%
0.01%0.0%
Q4 2021$1,069,000
+8.0%
4,200
+0.2%
0.01%
-7.1%
Q3 2021$990,000
-1.8%
4,191
-1.7%
0.01%0.0%
Q2 2021$1,008,000
+7.0%
4,264
-2.9%
0.01%
-6.7%
Q1 2021$942,000
+66.7%
4,391
+64.8%
0.02%
+66.7%
Q4 2020$565,000
+73.8%
2,665
+47.7%
0.01%
+50.0%
Q3 2020$325,000
+4.8%
1,804
-4.0%
0.01%0.0%
Q2 2020$310,000
-45.1%
1,879
-57.9%
0.01%
-60.0%
Q1 2020$565,000
+22.8%
4,462
+54.1%
0.02%
+66.7%
Q4 2019$460,000
+8.0%
2,896
+0.8%
0.01%0.0%
Q3 2019$426,0002,8740.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders