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 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