CARL STUART INVESTMENT ADVISOR, INC - 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
CARL STUART INVESTMENT ADVISOR, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,488,418
-6.9%
12,871
-0.9%
2.00%
-2.3%
Q2 2023$2,672,712
-71.6%
12,989
-0.4%
2.05%
-77.2%
Q1 2023$9,400,583
+281.7%
13,042
-4.8%
9.00%
+295.3%
Q4 2022$2,462,711
-14.5%
13,700
-13.5%
2.28%
-10.8%
Q3 2022$2,880,000
-7.5%
15,832
-6.6%
2.55%
-5.8%
Q2 2022$3,114,000
-92.1%
16,947
-4.4%
2.71%
-5.6%
Q1 2022$39,479,000
+610.9%
17,719
-18.8%
2.87%
-28.8%
Q4 2021$5,553,00021,8094.03%
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