N.E.W. Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$330,831
-7.0%
1,699
-1.7%
0.05%
-6.0%
Q2 2023$355,878
-5.0%
1,729
-10.0%
0.05%
-7.4%
Q1 2023$374,462
+8.4%
1,921
-0.1%
0.05%0.0%
Q4 2022$345,554
+3.2%
1,922
-2.1%
0.05%
-11.5%
Q3 2022$335,000
-8.0%
1,963
-5.4%
0.06%
-4.7%
Q2 2022$364,000
-27.5%
2,076
-11.5%
0.06%
-32.6%
Q1 2022$502,000
-15.9%
2,3450.0%0.10%
+5.6%
Q4 2021$597,000
+7.8%
2,3450.0%0.09%0.0%
Q3 2021$554,000
-0.2%
2,3450.0%0.09%
-3.2%
Q2 2021$555,000
+8.8%
2,3450.0%0.09%
-3.1%
Q1 2021$510,000
+0.8%
2,345
-1.3%
0.10%
-9.4%
Q4 2020$506,000
+17.9%
2,3770.0%0.11%
-12.4%
Q3 2020$429,000
+9.4%
2,3770.0%0.12%
-0.8%
Q2 2020$392,000
-10.7%
2,377
-13.8%
0.12%
-14.1%
Q4 2019$439,0002,7580.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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