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 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
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 Q3 2023
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders