Capital Advisory Group Advisory Services, LLC - 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
Capital Advisory Group Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$16,0000.0%700.0%0.01%
+42.9%
Q1 2022$16,000
-5.9%
700.0%0.01%
+16.7%
Q3 2021$17,0000.0%700.0%0.01%0.0%
Q2 2021$17,000
+13.3%
700.0%0.01%0.0%
Q1 2021$15,0000.0%700.0%0.01%0.0%
Q4 2020$15,000
+15.4%
700.0%0.01%
-14.3%
Q3 2020$13,000
+8.3%
700.0%0.01%0.0%
Q2 2020$12,000
+33.3%
700.0%0.01%
-36.4%
Q1 2020$9,000
-18.2%
700.0%0.01%
+83.3%
Q4 2019$11,000
+10.0%
700.0%0.01%
-14.3%
Q3 2019$10,0000.0%700.0%0.01%0.0%
Q2 2019$10,0000.0%700.0%0.01%0.0%
Q1 2019$10,000
+25.0%
700.0%0.01%
+16.7%
Q4 2018$8,000
-20.0%
700.0%0.01%
-14.3%
Q3 2018$10,000
+11.1%
700.0%0.01%0.0%
Q2 2018$9,0000.0%700.0%0.01%0.0%
Q1 2018$9,000700.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders