COLLECTIVE FAMILY OFFICE LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 668 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
COLLECTIVE FAMILY OFFICE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$561,522
+8.7%
2,883
+14.9%
0.22%
+8.4%
Q2 2023$516,483
+57.3%
2,510
+49.0%
0.20%
+49.6%
Q1 2023$328,390
-0.4%
1,685
-8.2%
0.14%
-8.8%
Q4 2022$329,860
+15.3%
1,835
+9.6%
0.15%
+4.2%
Q3 2022$286,000
-38.5%
1,675
-36.8%
0.14%
-29.4%
Q2 2022$465,000
-23.6%
2,650
-3.1%
0.20%
-13.7%
Q1 2022$609,000
-21.6%
2,735
-10.3%
0.23%
-23.9%
Q4 2021$777,000
+7.8%
3,0500.0%0.31%
-1.3%
Q3 2021$721,000
-26.5%
3,050
-26.5%
0.31%
-26.0%
Q2 2021$981,000
-4.3%
4,152
-13.1%
0.42%
-16.2%
Q1 2021$1,025,000
-18.7%
4,777
-19.6%
0.50%
-28.6%
Q4 2020$1,260,0005,9420.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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