HB Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 725 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,128,782
+3.1%
17,985
+5.9%
0.05%
-4.0%
Q1 2024$4,004,283
+7.6%
16,982
+0.2%
0.05%
-7.4%
Q4 2023$3,723,072
+13.0%
16,956
+0.2%
0.05%
+1.9%
Q3 2023$3,295,199
-5.3%
16,918
+0.0%
0.05%
-5.4%
Q2 2023$3,480,435
+5.7%
16,914
+0.1%
0.06%
-1.8%
Q1 2023$3,291,884
+8.5%
16,891
+0.1%
0.06%
+3.6%
Q4 2022$3,034,346
+4.4%
16,880
-0.9%
0.06%
-11.3%
Q3 2022$2,906,000
-3.7%
17,038
-0.9%
0.06%0.0%
Q2 2022$3,017,000
-42.2%
17,200
-26.6%
0.06%
-36.1%
Q1 2022$5,223,000
+24.1%
23,441
+41.8%
0.10%
+14.1%
Q4 2021$4,209,00016,5300.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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