WMG Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$268,977
+12.6%
1,381
+18.9%
0.23%
+29.5%
Q2 2023$238,899
+5.6%
1,161
+31.3%
0.18%
-5.9%
Q1 2023$226,265
+5.7%
884
-25.8%
0.19%
+2.7%
Q4 2022$214,092
-4.4%
1,191
+18.0%
0.18%
+10.3%
Q1 2022$224,000
-11.8%
1,0090.0%0.16%
-16.7%
Q4 2021$254,0001,0090.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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