BARTLETT & CO. WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 423 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.10 and the average weighting 0.4%.

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Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$110,605
-2.5%
4810.0%0.00%0.0%
Q1 2024$113,415
+6.6%
4810.0%0.00%0.0%
Q4 2023$106,392
+13.6%
4810.0%0.00%0.0%
Q3 2023$93,684
-5.3%
4810.0%0.00%0.0%
Q2 2023$98,975
+5.6%
4810.0%0.00%0.0%
Q1 2023$93,742
+3.9%
481
-4.2%
0.00%0.0%
Q4 2022$90,240
+10.0%
502
+4.4%
0.00%0.0%
Q3 2022$82,030
-2.8%
4810.0%0.00%0.0%
Q2 2022$84,358
-29.4%
481
-10.3%
0.00%0.0%
Q1 2022$119,426
-5.7%
5360.0%0.00%0.0%
Q3 2021$126,657
-0.0%
5360.0%0.00%0.0%
Q2 2021$126,684
+10.1%
5360.0%0.00%0.0%
Q1 2021$115,020
+1.2%
5360.0%0.00%0.0%
Q4 2020$113,670
+17.7%
5360.0%0.00%0.0%
Q3 2020$96,555
+44.8%
536
+32.7%
0.00%0.0%
Q2 2020$66,692
+30.3%
4040.0%0.00%0.0%
Q1 2020$51,183
-20.2%
4040.0%0.00%0.0%
Q4 2019$64,147
+7.2%
4040.0%0.00%0.0%
Q3 2019$59,836–404–0.00%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Truepoint, Inc. 957,178$128,654,00011.58%
Bryn Mawr Capital Management, LLC 87,216$11,723,00010.28%
BHK Investment Advisors, LLC 74,143$9,966,0006.93%
Waverly Advisors, LLC 327,061$43,960,0006.84%
Arrow Investment Advisors, LLC 135,434$18,204,0005.94%
Money Design Co.,Ltd. 108,847$14,630,0005.33%
CABANA LLC 145,997$19,623,0005.12%
Community Financial Services Group, LLC 96,724$13,000,0004.65%
Foundations Investment Advisors, LLC 118,116$15,876,0004.23%
WoodTrust Financial Corp 58,404$7,850,0004.12%
View complete list of VANGUARD INDEX FDS shareholders