SOA Wealth Advisors, LLC. - 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
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,610,366
-12.0%
33,939
-7.0%
1.64%
-6.5%
Q2 2023$7,508,018
-23.9%
36,487
-27.9%
1.76%
-27.6%
Q1 2023$9,861,083
+7.0%
50,598
-1.3%
2.43%
-2.1%
Q4 2022$9,218,145
+0.9%
51,280
-4.3%
2.48%
-9.8%
Q3 2022$9,139,000
-3.9%
53,592
-1.2%
2.75%
-1.9%
Q2 2022$9,513,000
-7.8%
54,243
+17.2%
2.80%
+11.4%
Q1 2022$10,316,000
+245.8%
46,300
+296.4%
2.52%
+248.5%
Q4 2021$2,983,000
+8.4%
11,681
+0.3%
0.72%
+2.4%
Q3 2021$2,751,000
+1.7%
11,644
+1.8%
0.70%
+1.4%
Q2 2021$2,704,000
+9.3%
11,441
-0.8%
0.70%
+0.4%
Q1 2021$2,473,000
-9.1%
11,528
-3.8%
0.69%
-6.6%
Q4 2020$2,721,00011,9880.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders