Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 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 Q1 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders