VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 621 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.35 and the average weighting 0.5%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10
-9.1%
490.0%0.00%0.0%
Q2 2023$11
+22.2%
490.0%0.00%0.0%
Q1 2023$90.0%490.0%0.00%0.0%
Q4 2022$9
-99.9%
490.0%0.00%0.0%
Q3 2022$9,000
-50.0%
49
-50.5%
0.00%
-50.0%
Q2 2022$18,000
-18.2%
990.0%0.00%0.0%
Q1 2022$22,000
-12.0%
990.0%0.00%
-20.0%
Q4 2021$25,000
+8.7%
990.0%0.01%
+25.0%
Q3 2021$23,0000.0%990.0%0.00%0.0%
Q2 2021$23,000
+9.5%
990.0%0.00%0.0%
Q1 2021$21,000
+90.9%
99
+98.0%
0.00%
+100.0%
Q4 2020$11,000
+22.2%
500.0%0.00%0.0%
Q3 2020$9,000
+12.5%
500.0%0.00%0.0%
Q2 2020$8,000
-75.8%
50
-80.8%
0.00%
-77.8%
Q1 2020$33,000
-19.5%
2600.0%0.01%
-10.0%
Q4 2019$41,000
+5.1%
2600.0%0.01%
-9.1%
Q3 2019$39,0000.0%2600.0%0.01%0.0%
Q2 2019$39,000
+5.4%
2600.0%0.01%0.0%
Q1 2019$37,000
+19.4%
2600.0%0.01%
+10.0%
Q4 2018$31,000
+342.9%
260
+420.0%
0.01%
+400.0%
Q3 2018$7,0000.0%500.0%0.00%
-33.3%
Q2 2018$7,000500.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders