BCS Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 455 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.4%.

Quarter-by-quarter ownership
BCS Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$529
-13.4%
2,717
-13.3%
0.22%
-20.3%
Q1 2023$611
+8.3%
3,1350.0%0.28%
+16.9%
Q4 2022$564
-99.9%
3,1350.0%0.24%
-6.3%
Q3 2022$535,000
-2.7%
3,1350.0%0.25%
+3.3%
Q2 2022$550,000
-21.3%
3,1350.0%0.24%
-15.9%
Q1 2022$699,000
-12.4%
3,1350.0%0.29%
+1.4%
Q4 2021$798,000
+7.7%
3,1350.0%0.29%
-8.9%
Q3 2021$741,000
+10.1%
3,1350.0%0.31%
-1.6%
Q1 2021$673,000
+1.2%
3,1350.0%0.32%
-7.5%
Q4 2020$665,000
+17.7%
3,1350.0%0.34%
+8.2%
Q3 2020$565,000
+9.1%
3,1350.0%0.32%
+2.9%
Q2 2020$518,000
+30.5%
3,1350.0%0.31%
+11.5%
Q1 2020$397,000
-20.3%
3,1350.0%0.28%
-16.3%
Q4 2019$498,0003,1350.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders