Sterling Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,927,544
-5.4%
9,897
-0.1%
0.99%
-2.3%
Q2 2023$2,038,304
+8.8%
9,906
+3.0%
1.01%
-0.7%
Q1 2023$1,874,242
+9.7%
9,617
+1.1%
1.02%
-0.3%
Q4 2022$1,709,276
+7.6%
9,509
+2.1%
1.02%
-8.4%
Q3 2022$1,588,000
+4.3%
9,313
+7.3%
1.11%
+3.9%
Q2 2022$1,523,000
-15.3%
8,682
+7.6%
1.07%
-5.4%
Q1 2022$1,798,000
-11.2%
8,068
+1.5%
1.13%
-10.6%
Q4 2021$2,024,000
+9.1%
7,948
+1.2%
1.27%
+7.2%
Q3 2021$1,856,000
+9.7%
7,856
+9.7%
1.18%
+7.5%
Q2 2021$1,692,000
+15.1%
7,159
+4.5%
1.10%
+4.9%
Q1 2021$1,470,000
-0.5%
6,849
-1.6%
1.05%
-11.9%
Q4 2020$1,477,0006,9621.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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