Concord Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 627 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.5%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$55,105
-61.1%
240
-60.1%
0.01%
-61.5%
Q1 2024$141,720
+55.0%
601
+44.5%
0.03%
+44.4%
Q4 2023$91,405
-53.3%
416
-58.6%
0.02%
-57.1%
Q3 2023$195,538
-2.8%
1,004
+2.7%
0.04%
-2.3%
Q2 2023$201,187
+14.7%
978
+8.7%
0.04%
-14.0%
Q1 2023$175,423
-14.8%
900
-21.4%
0.05%
-19.4%
Q4 2022$205,868
-5.1%
1,145
-10.1%
0.06%
-10.1%
Q3 2022$217,000
-76.7%
1,274
-76.0%
0.07%
-72.9%
Q2 2022$930,000
-16.5%
5,301
+6.0%
0.26%
-11.5%
Q1 2022$1,114,000
-11.4%
5,002
+1.3%
0.29%
-6.5%
Q4 2021$1,258,000
+85.5%
4,940
+72.2%
0.31%
+10.8%
Q3 2021$678,000
-35.7%
2,869
-35.7%
0.28%
-7.9%
Q2 2021$1,055,000
+41.6%
4,463
+28.5%
0.30%
+20.3%
Q1 2021$745,000
+5630.8%
3,474
+5788.1%
0.25%
+2410.0%
Q4 2020$13,000590.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Truepoint, Inc. 814,958$207,505,0009.68%
STEPHENS GROUP ASSET MANAGEMENT, LLC 394,373$100,415,0009.62%
BHK Investment Advisors, LLC 93,433$23,790,0009.38%
Fulcrum Capital LLC 159,437$40,596,0008.80%
Bryn Mawr Capital Management, LLC 79,447$20,229,0007.68%
Axiom Advisory, LLC 35,939$9,158,0007.52%
Praetorian Wealth Management, Inc. 89,166$22,703,0007.37%
Waverly Advisors, LLC 365,078$80,503,0006.96%
Trust Co 112,449$28,631,0006.68%
AIRE ADVISORS, LLC 57,003$14,517,0006.27%
View complete list of VANGUARD INDEX FDS shareholders