Milestone Investment Advisors LLC - 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
Milestone Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$447,846
-5.5%
2,299
-0.2%
0.13%
-13.6%
Q2 2023$473,962
+4.9%
2,303
-0.7%
0.15%
+5.8%
Q1 2023$451,859
+10.9%
2,319
+2.3%
0.14%
-2.8%
Q4 2022$407,4262,2670.14%
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