OAK HARBOR WEALTH PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.

Quarter-by-quarter ownership
OAK HARBOR WEALTH PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$94,269
-5.3%
4840.0%0.03%
-2.9%
Q2 2023$99,593
+5.6%
4840.0%0.03%0.0%
Q1 2023$94,327
+8.4%
4840.0%0.03%
+3.0%
Q4 2022$87,004
+278.3%
484
+261.2%
0.03%
+266.7%
Q3 2022$23,000
-4.2%
1340.0%0.01%
-10.0%
Q2 2022$24,000
-20.0%
1340.0%0.01%0.0%
Q1 2022$30,000
-11.8%
1340.0%0.01%
-16.7%
Q4 2021$34,0001340.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders