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

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VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

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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$426,000–2,874–0.01%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders