IVC Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 667 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,753,990
-4.2%
14,140
+1.3%
1.84%
+1.2%
Q2 2023$2,873,672
+21.3%
13,965
+14.9%
1.82%
+8.5%
Q1 2023$2,368,541
+17.0%
12,153
+7.9%
1.68%
+12.5%
Q4 2022$2,024,083
+5.4%
11,260
-0.0%
1.49%
-3.5%
Q3 2022$1,920,000
+7.1%
11,261
+10.2%
1.54%
+11.4%
Q2 2022$1,792,000
+14.7%
10,218
+45.6%
1.39%
+35.1%
Q1 2022$1,563,000
-5.2%
7,016
+8.4%
1.03%
-3.3%
Q4 2021$1,648,000
+15.9%
6,472
+7.5%
1.06%
+8.4%
Q3 2021$1,422,000
+1.1%
6,019
+1.1%
0.98%
-0.9%
Q2 2021$1,407,000
+19.8%
5,953
+8.8%
0.99%
+6.9%
Q1 2021$1,174,000
+4.0%
5,472
+2.8%
0.92%
-14.1%
Q4 2020$1,129,0005,3221.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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