XML Financial, 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
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 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