DB Wealth Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$294,223
-4.8%
1,511
+0.6%
0.19%
-1.6%
Q2 2023$309,121
+5.6%
1,5020.0%0.19%
+2.2%
Q1 2023$292,710
-9.1%
1,502
-16.1%
0.18%
-11.5%
Q4 2022$322,035
-33.6%
1,791
-37.1%
0.21%
-39.6%
Q3 2022$485,000
-13.4%
2,846
-10.8%
0.35%
-9.4%
Q2 2022$560,000
-58.7%
3,192
-47.5%
0.38%
-53.2%
Q1 2022$1,355,000
-30.9%
6,081
-21.0%
0.82%
-29.6%
Q4 2021$1,961,000
+8.6%
7,700
+0.7%
1.16%
-0.3%
Q3 2021$1,806,000
-2.7%
7,644
-2.7%
1.16%
-2.2%
Q2 2021$1,857,000
-6.2%
7,856
-14.9%
1.19%
-12.4%
Q1 2021$1,980,000
+1.1%
9,227
-0.1%
1.36%
-6.0%
Q4 2020$1,958,0009,2321.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders