FIRST AMERICAN TRUST, FSB - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 523 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
FIRST AMERICAN TRUST, FSB ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$344,743
+100408.2%
1,770
+6.1%
0.05%
+4.3%
Q2 2023$343
-99.9%
1,669
-5.5%
0.05%
-7.8%
Q3 2022$301,000
-45.0%
1,766
-43.4%
0.05%
-41.4%
Q2 2022$547,000
-21.1%
3,119
+0.3%
0.09%
-9.4%
Q1 2022$693,000
-27.7%
3,110
-17.3%
0.10%
-26.7%
Q4 2021$958,000
+13.8%
3,761
+5.6%
0.13%
+3.1%
Q3 2021$842,000
+109.5%
3,562
+109.5%
0.13%
+101.6%
Q2 2021$402,000
-48.3%
1,700
-53.1%
0.06%
-48.8%
Q1 2021$778,000
+95.5%
3,625
+93.0%
0.12%
+86.4%
Q4 2020$398,000
+92.3%
1,878
+63.2%
0.07%
+78.4%
Q3 2020$207,0001,1510.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders