Capital Advisors Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,004,624
-74.5%
5,158
-73.1%
0.26%
-74.0%
Q2 2023$3,939,672
+8.4%
19,146
+2.7%
1.01%
+0.3%
Q1 2023$3,632,944
-33.5%
18,641
-13.1%
1.00%
-39.5%
Q4 2021$5,463,000
+0.2%
21,454
-7.0%
1.66%
-14.1%
Q3 2021$5,454,000
+0.6%
23,081
+0.6%
1.93%
-3.7%
Q2 2021$5,420,000
+44.5%
22,934
+31.2%
2.01%
+24.0%
Q1 2021$3,751,00017,4801.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders