Falcon Wealth Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,060,829
-7.9%
5,447
-2.7%
0.23%
-10.2%
Q2 2023$1,151,390
+5.9%
5,596
+0.3%
0.26%
-5.5%
Q1 2023$1,087,689
+4.8%
5,581
-3.3%
0.27%
-9.1%
Q4 2022$1,037,842
+64.5%
5,773
+55.9%
0.30%
+42.6%
Q3 2022$631,000
-34.9%
3,702
-33.0%
0.21%
-36.5%
Q2 2022$969,000
+50.7%
5,524
+91.5%
0.33%
+63.7%
Q1 2022$643,000
+170.2%
2,885
+208.2%
0.20%
+157.7%
Q4 2021$238,0009360.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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