XML Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 667 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$501,725
-16.2%
2,576
-11.4%
0.06%
-13.0%
Q2 2023$598,640
-87.3%
2,909
-88.0%
0.07%
-88.0%
Q1 2023$4,717,551
+2.8%
24,206
-5.2%
0.57%
-0.5%
Q4 2022$4,590,924
+4.7%
25,539
-0.7%
0.58%
-5.3%
Q3 2022$4,384,000
+1.3%
25,707
+4.1%
0.61%
-37.8%
Q2 2022$4,329,000
-20.5%
24,683
+1.0%
0.98%
+51.1%
Q1 2022$5,448,000
-9.4%
24,450
+3.5%
0.65%
-10.5%
Q4 2021$6,013,000
+12.6%
23,616
+4.5%
0.72%
+1.5%
Q3 2021$5,338,000
+77.8%
22,589
+77.8%
0.71%
+8.0%
Q2 2021$3,002,000
+25.4%
12,702
+13.9%
0.66%
+13.0%
Q1 2021$2,394,000
+13.5%
11,155
+12.2%
0.58%
+6.8%
Q4 2020$2,109,000
+48.6%
9,946
+26.3%
0.55%
+23.5%
Q3 2020$1,419,000
+107.5%
7,878
+90.2%
0.44%
+86.9%
Q2 2020$684,000
-83.6%
4,141
-84.2%
0.24%
-84.4%
Q4 2019$4,171,00026,2681.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders