Accel Wealth Management - 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
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 Q4 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders