Clearstead Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,325,847
+99.8%
22,210
+111.1%
0.13%
-3.8%
Q2 2023$2,164,907
+41.1%
10,521
+33.7%
0.13%
+17.0%
Q1 2023$1,534,175
+13.1%
7,872
+4.3%
0.11%
+5.7%
Q4 2022$1,357,008
+5.4%
7,5490.0%0.11%
-10.9%
Q3 2022$1,287,000
-4.7%
7,549
-1.9%
0.12%
+13.3%
Q2 2022$1,350,000
+0.1%
7,699
+27.3%
0.10%
+15.4%
Q1 2022$1,348,000
+9.1%
6,049
+24.6%
0.09%
+8.3%
Q4 2021$1,236,000
+2107.1%
4,856
+1948.9%
0.08%
+2000.0%
Q3 2021$56,0000.0%2370.0%0.00%0.0%
Q2 2021$56,000
+9.8%
2370.0%0.00%0.0%
Q1 2021$51,000
+2.0%
2370.0%0.00%
-20.0%
Q4 2020$50,000
+16.3%
2370.0%0.01%0.0%
Q3 2020$43,000
+10.3%
2370.0%0.01%0.0%
Q2 2020$39,000
+30.0%
2370.0%0.01%
+25.0%
Q1 2020$30,000
-85.6%
237
-86.6%
0.00%
-86.7%
Q2 2017$208,0001,7700.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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