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 ↓
Waverly Advisors, LLC 314,982$33,568,00020.65%
Truepoint, Inc. 796,291$84,861,00012.76%
Quantitative Advantage, LLC 373,221$39,774,00010.25%
Arrow Investment Advisors, LLC 446,227$47,554,0009.57%
IBBOTSON ASSOCIATES INC 87,251$9,298,0006.26%
Avior Wealth Management, LLC 55,828$5,950,0004.64%
Cranbrook Wealth Management, LLC 70,138$7,475,0004.29%
FundX Investment Group, LLC 78,123$8,326,0003.45%
Community Financial Services Group, LLC 67,348$7,177,0003.42%
CHURCHILL MANAGEMENT Corp 893,131$95,181,0003.39%
View complete list of VANGUARD INDEX FDS shareholders