WILLNER & HELLER, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 668 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$398,506
+5.7%
2,217
+0.2%
0.57%
-6.9%
Q3 2022$377,000
-1.3%
2,213
+1.5%
0.61%
+2.4%
Q2 2022$382,000
-29.5%
2,180
+2.4%
0.59%
-10.9%
Q1 2022$542,000
+8.0%
2,128
+0.1%
0.67%0.0%
Q4 2021$502,0002,1250.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders