Continuum Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$727,666
-6.4%
3,736
-1.1%
0.12%
-5.6%
Q2 2023$777,370
+5.5%
3,778
-0.1%
0.12%
-0.8%
Q1 2023$736,639
+3.7%
3,780
-4.3%
0.12%
-2.3%
Q4 2022$710,169
-34.8%
3,951
-38.2%
0.13%
-33.3%
Q3 2022$1,089,000
+50.4%
6,389
+54.8%
0.19%
+45.5%
Q2 2022$724,000
-10.7%
4,127
+0.5%
0.13%
-14.3%
Q1 2022$811,000
+208.4%
4,108
+121.6%
0.15%
-12.0%
Q3 2018$263,000
+19.5%
1,854
+13.0%
0.18%
+8.7%
Q2 2018$220,000
-28.6%
1,640
-32.0%
0.16%
-31.8%
Q4 2017$308,000
+12.8%
2,412
+7.5%
0.24%
-1.3%
Q3 2017$273,000
+13.3%
2,243
+9.4%
0.24%0.0%
Q2 2017$241,0002,0510.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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