Everhart Financial Group, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
Everhart Financial Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,995,058
-4.4%
15,378
-1.5%
1.27%
-1.9%
Q2 2023$3,131,878
+17.3%
15,607
+13.9%
1.30%
+8.0%
Q1 2023$2,671,020
+15.3%
13,706
+6.3%
1.20%
+3.0%
Q4 2022$2,317,548
+5.9%
12,892
+0.4%
1.16%
-4.0%
Q3 2022$2,189,000
+7.2%
12,836
+10.2%
1.21%
-2.3%
Q2 2022$2,042,000
-30.4%
11,645
-11.6%
1.24%
-26.9%
Q1 2022$2,936,000
-10.7%
13,177
+2.1%
1.70%
-14.5%
Q4 2021$3,287,000
+8.4%
12,910
+0.7%
1.98%
-4.4%
Q3 2021$3,031,000
+3.3%
12,824
+3.3%
2.08%
+2.8%
Q2 2021$2,934,000
+11.6%
12,413
+1.3%
2.02%
-12.5%
Q1 2021$2,629,000
-3.6%
12,250
-4.7%
2.31%
-8.3%
Q4 2020$2,726,00012,8532.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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