MATRIX PRIVATE CAPITAL GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$147,003
-5.3%
7550.0%0.11%
-3.5%
Q2 2023$155,292
+4.3%
755
-1.2%
0.11%
+10.7%
Q1 2023$148,822
+6.1%
764
-2.2%
0.10%
+13.2%
Q4 2022$140,306
+5.5%
781
+0.1%
0.09%
+1.1%
Q3 2022$133,000
-27.7%
780
-25.7%
0.09%
-14.3%
Q2 2022$184,000
-18.2%
1,050
+4.1%
0.10%
-4.5%
Q1 2022$225,000
-14.1%
1,009
-1.8%
0.11%
-11.3%
Q4 2021$262,000
+7.8%
1,0270.0%0.12%
-3.1%
Q3 2021$243,0000.0%1,0270.0%0.13%
-3.8%
Q2 2021$243,000
+10.5%
1,0270.0%0.13%
+0.8%
Q1 2021$220,000
-0.5%
1,027
-1.4%
0.13%
-16.5%
Q4 2020$221,000
+17.6%
1,0420.0%0.16%
-17.3%
Q3 2020$188,000
+9.3%
1,042
+0.1%
0.19%
+0.5%
Q2 2020$172,000
+30.3%
1,0410.0%0.19%
+1.1%
Q1 2020$132,000
-19.0%
1,041
+1.6%
0.19%
+9.9%
Q4 2019$163,0001,0250.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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