IVC Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 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 Q4 2022
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