Fingerlakes Wealth Management, 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
Fingerlakes Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,541,142
-4.7%
7,913
+0.7%
1.88%
+1.7%
Q2 2023$1,617,293
+7.3%
7,860
+1.6%
1.85%
-1.4%
Q1 2023$1,507,417
+18.1%
7,735
+8.9%
1.88%
+6.9%
Q4 2022$1,276,911
+1.9%
7,103
-3.3%
1.76%
-3.9%
Q3 2022$1,253,000
+8.0%
7,349
+11.1%
1.83%
+15.2%
Q2 2022$1,160,000
-9.3%
6,614
+15.2%
1.59%
+6.2%
Q1 2022$1,279,000
-8.5%
5,742
+5.0%
1.50%
-5.0%
Q4 2021$1,398,0005,4701.57%
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