Wells Financial Advisors INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 621 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$264,108
-5.3%
1,3560.0%0.20%
-2.8%
Q2 2023$279,024
+5.6%
1,3560.0%0.21%0.0%
Q1 2023$264,271
+8.4%
1,3560.0%0.21%
+4.5%
Q4 2022$243,755
+5.5%
1,3560.0%0.20%
-9.8%
Q3 2022$231,000
-3.8%
1,356
-1.1%
0.22%
+3.2%
Q2 2022$240,000
-22.1%
1,371
-0.7%
0.22%
-15.6%
Q1 2022$308,000
-12.5%
1,3810.0%0.26%
-8.5%
Q4 2021$352,000
+8.0%
1,3810.0%0.28%
+2.2%
Q3 2021$326,0000.0%1,3810.0%0.28%0.0%
Q2 2021$326,000
+10.1%
1,3810.0%0.28%
+3.4%
Q1 2021$296,000
-17.8%
1,381
-18.7%
0.27%
-13.6%
Q4 2020$360,0001,6980.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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