CARL STUART INVESTMENT ADVISOR, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders