Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$959,000
+7.8%
3,766
+0.0%
0.14%
-4.1%
Q3 2021$890,0000.0%3,7650.0%0.15%
-2.6%
Q2 2021$890,000
+10.1%
3,7650.0%0.15%
-1.3%
Q1 2021$808,000
+1.3%
3,7650.0%0.15%
-6.1%
Q4 2020$798,000
+17.7%
3,7650.0%0.16%
+1.2%
Q3 2020$678,000
+9.0%
3,7650.0%0.16%0.0%
Q2 2020$622,0003,7650.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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