Accel Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 667 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$791,935
-6.5%
4,066
-1.2%
0.44%
-5.4%
Q2 2023$846,949
+72.6%
4,116
+63.5%
0.47%
+131.8%
Q1 2023$490,733
+6.3%
2,518
-1.9%
0.20%
-9.0%
Q4 2022$461,624
-2.2%
2,568
-0.8%
0.22%
-12.3%
Q3 2022$472,000
+1.7%
2,588
-0.2%
0.25%
-5.3%
Q2 2022$464,000
-20.4%
2,593
-0.3%
0.27%
-11.6%
Q1 2022$583,000
-21.4%
2,601
-10.8%
0.30%
-17.3%
Q4 2021$742,000
+9.1%
2,915
+1.3%
0.36%
-17.1%
Q3 2021$680,000
+1.0%
2,879
+1.1%
0.44%
-1.6%
Q2 2021$673,000
+17.0%
2,849
+6.4%
0.45%
-4.3%
Q1 2021$575,000
+4.7%
2,678
+3.5%
0.47%
-8.8%
Q4 2020$549,0002,5870.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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