ATTICUS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$232,258
-14.3%
1,192
-9.5%
0.09%
-11.0%
Q2 2023$270,999
-24.2%
1,317
-28.2%
0.10%
-27.0%
Q1 2023$357,368
-50.9%
1,834
-54.7%
0.14%
-54.2%
Q4 2022$727,555
-8.0%
4,047
-10.3%
0.30%
-21.7%
Q3 2022$791,0000.0%4,5100.0%0.38%
+16.5%
Q2 2022$791,000
-28.0%
4,510
-8.5%
0.33%
-18.2%
Q1 2022$1,098,000
-12.0%
4,927
+0.5%
0.40%
-17.7%
Q4 2021$1,248,000
+8.1%
4,902
+0.4%
0.49%
-3.9%
Q3 2021$1,154,000
-1.0%
4,884
-1.0%
0.51%
-0.2%
Q2 2021$1,166,000
+25.2%
4,935
+13.7%
0.51%
+14.7%
Q1 2021$931,000
+12.3%
4,340
+11.0%
0.44%
+6.2%
Q4 2020$829,000
+2663.3%
3,909
+2269.1%
0.42%
+2216.7%
Q3 2020$30,000
+42.9%
165
+32.0%
0.02%
+28.6%
Q2 2020$21,000
+31.2%
1250.0%0.01%
+7.7%
Q1 2020$16,000
-86.2%
125
-82.9%
0.01%
-82.4%
Q4 2019$116,0007290.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Howard Capital Management Inc. 194,211$29,709,00013.18%
Truepoint, Inc. 917,596$137,006,00011.05%
Bryn Mawr Capital Management, LLC 74,417$11,111,0009.43%
Q3 Asset Management 47,896$3,874,0009.08%
Waverly Advisors, LLC 319,127$47,649,0007.10%
BHK Investment Advisors, LLC 76,071$11,358,0006.46%
HNP Capital LLC 63,183$9,434,0005.53%
Vectors Research Management, LLC 66,463$9,924,0005.36%
Community Financial Services Group, LLC 103,254$15,417,0005.27%
WoodTrust Financial Corp 63,206$9,437,0004.25%
View complete list of VANGUARD INDEX FDS shareholders