Cassady Schiller Wealth Management, 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
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,725,852
-4.4%
13,995
+1.0%
1.51%
-2.5%
Q2 2023$2,851,404
+7.1%
13,857
+1.4%
1.55%
+23.7%
Q1 2023$2,662,634
+31.5%
13,662
+21.3%
1.25%
+0.6%
Q4 2022$2,024,859
-7.2%
11,264
-11.9%
1.24%
-1.1%
Q3 2022$2,182,000
-8.6%
12,792
-6.1%
1.26%
+0.2%
Q2 2022$2,388,000
-27.8%
13,616
-8.3%
1.26%
-21.2%
Q1 2022$3,307,000
-6.1%
14,842
+7.3%
1.59%
-24.8%
Q4 2021$3,521,00013,8302.12%
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