American Institute for Advanced Investment Management, LLP - 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
American Institute for Advanced Investment Management, LLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$998,781
-5.3%
5,1280.0%0.92%
+0.2%
Q2 2023$1,055,189
+122.3%
5,128
+110.5%
0.92%
+82.4%
Q1 2023$474,752
-49.0%
2,436
-52.9%
0.51%
-40.5%
Q4 2022$930,258
+5.4%
5,1750.0%0.85%
+3.0%
Q3 2022$883,000
-2.8%
5,1750.0%0.82%
+3.8%
Q2 2022$908,000
-20.6%
5,175
+0.8%
0.80%
-4.2%
Q1 2022$1,143,000
-23.3%
5,132
-12.4%
0.83%
-17.3%
Q4 2021$1,491,000
+7.3%
5,857
-0.3%
1.00%
+2.0%
Q3 2021$1,389,000
-14.3%
5,877
-14.3%
0.98%
-13.8%
Q2 2021$1,621,000
+3.2%
6,859
-6.2%
1.14%
-4.7%
Q1 2021$1,570,000
+0.6%
7,314
-0.6%
1.20%
-4.5%
Q4 2020$1,561,000
+20.5%
7,359
+2.4%
1.25%
+7.8%
Q3 2020$1,295,000
+4.7%
7,189
-4.1%
1.16%
-0.4%
Q2 2020$1,237,000
+31.6%
7,494
+1.1%
1.17%
+14.5%
Q1 2020$940,000
-34.3%
7,416
-17.7%
1.02%
-26.1%
Q4 2019$1,431,0009,0111.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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