BCS Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

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 Q4 2020
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