Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q1 2022
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