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 ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders