CARL STUART INVESTMENT ADVISOR, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 827 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.

Quarter-by-quarter ownership
CARL STUART INVESTMENT ADVISOR, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,421,301
-10.1%
10,548
-7.7%
1.51%
-13.3%
Q1 2024$2,694,813
-1.4%
11,429
-8.2%
1.75%
-5.1%
Q4 2023$2,733,883
+9.9%
12,451
-3.3%
1.84%
-8.1%
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 ↓
Truepoint, Inc. 814,958$207,505,0009.68%
STEPHENS GROUP ASSET MANAGEMENT, LLC 394,373$100,415,0009.62%
BHK Investment Advisors, LLC 93,433$23,790,0009.38%
Fulcrum Capital LLC 159,437$40,596,0008.80%
Bryn Mawr Capital Management, LLC 79,447$20,229,0007.68%
Axiom Advisory, LLC 35,939$9,158,0007.52%
Praetorian Wealth Management, Inc. 89,166$22,703,0007.37%
Waverly Advisors, LLC 365,078$80,503,0006.96%
Trust Co 112,449$28,631,0006.68%
AIRE ADVISORS, LLC 57,003$14,517,0006.27%
View complete list of VANGUARD INDEX FDS shareholders