Clear Perspectives Financial Planning, LLC - 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
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$276,744
+8.4%
1,4200.0%0.16%
+14.0%
Q4 2022$255,259
+5.5%
1,4200.0%0.14%
+14.3%
Q3 2022$242,000
-11.0%
1,420
-8.4%
0.12%
+12.3%
Q2 2022$272,000
-74.0%
1,550
-67.0%
0.11%
-73.3%
Q1 2022$1,048,000
-22.1%
4,702
-11.0%
0.40%
-27.0%
Q4 2021$1,345,000
+2.8%
5,282
-4.6%
0.54%
-8.3%
Q3 2021$1,309,000
-2.5%
5,538
-2.4%
0.59%
-8.5%
Q2 2021$1,342,000
+7.8%
5,677
-2.2%
0.65%
-10.1%
Q1 2021$1,245,000
-0.6%
5,802
-1.7%
0.72%
-9.1%
Q4 2020$1,252,0005,9020.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders