PLANNING DIRECTIONS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 and the average weighting 0.5%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,604
-6.4%
13,370
-1.1%
1.99%
-1.5%
Q2 2023$2,782
+20.5%
13,521
+14.2%
2.02%
+17.9%
Q1 2023$2,308
+18.2%
11,844
+9.0%
1.72%
+15.1%
Q4 2022$1,953
-99.9%
10,867
+9.9%
1.49%
+9.4%
Q3 2022$1,687,000
+8.3%
9,891
+11.4%
1.36%
+14.2%
Q2 2022$1,557,000
-19.3%
8,878
+2.5%
1.19%
-12.0%
Q1 2022$1,929,000
-17.9%
8,659
-6.2%
1.36%
-13.4%
Q4 2021$2,349,000
+10.2%
9,227
+2.2%
1.56%
+0.8%
Q3 2021$2,132,000
+5.4%
9,024
+5.5%
1.55%
+5.1%
Q2 2021$2,022,000
+18.9%
8,553
+7.9%
1.48%
+10.4%
Q1 2021$1,701,000
+0.5%
7,926
-0.7%
1.34%
-2.5%
Q4 2020$1,693,000
+18.1%
7,982
+0.3%
1.37%
+8.6%
Q3 2020$1,434,000
+5.8%
7,959
-3.0%
1.26%
-0.2%
Q2 2020$1,355,000
+5.4%
8,206
+1.4%
1.26%
+6.5%
Q4 2019$1,285,000
+11.4%
8,094
+3.9%
1.19%
+7.4%
Q3 2019$1,153,000
+0.3%
7,787
+1.2%
1.11%
-5.1%
Q2 2019$1,149,000
+1.6%
7,697
-2.9%
1.17%
-13.2%
Q1 2019$1,131,000
+24.4%
7,924
+4.3%
1.34%
+19.6%
Q4 2018$909,000
-17.0%
7,597
-1.1%
1.12%
+10.4%
Q3 2018$1,095,000
+13.5%
7,684
+7.0%
1.02%
+9.2%
Q2 2018$965,000
+10.9%
7,183
+7.0%
0.93%
+9.4%
Q1 2018$870,0006,7100.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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