VALLEY WEALTH MANAGERS, 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
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,063,283
+137.4%
41,399
+150.8%
0.67%
+120.3%
Q2 2023$3,396,028
+3.3%
16,504
-2.2%
0.30%
+2.0%
Q1 2023$3,287,405
+6.8%
16,868
-1.5%
0.30%
+4.5%
Q4 2022$3,079,289
+5.9%
17,130
+0.5%
0.29%
-1.4%
Q3 2022$2,907,000
-4.9%
17,049
-2.2%
0.29%
+1.4%
Q2 2022$3,057,000
-24.5%
17,431
-4.0%
0.29%
-15.4%
Q1 2022$4,047,000
-11.0%
18,160
+1.7%
0.34%
-7.4%
Q4 2021$4,545,000
+8.9%
17,850
+1.1%
0.36%
+0.3%
Q3 2021$4,174,000
-0.1%
17,662
-0.1%
0.36%
+3.1%
Q2 2021$4,177,000
+17.6%
17,674
+6.8%
0.35%
+10.7%
Q1 2021$3,552,000
+5.7%
16,554
+4.5%
0.32%
-3.0%
Q4 2020$3,359,000
+37.2%
15,836
+16.5%
0.33%
+22.3%
Q3 2020$2,448,000
+14.8%
13,588
+5.2%
0.27%
+12.6%
Q2 2020$2,133,000
+40.1%
12,920
+7.5%
0.24%
+20.7%
Q1 2020$1,522,000
-22.2%
12,017
-2.5%
0.20%
+1.0%
Q4 2019$1,957,000
+5.2%
12,321
-2.0%
0.20%
-1.0%
Q3 2019$1,861,000
+2.4%
12,567
+3.2%
0.20%
+2.6%
Q2 2019$1,817,000
+18.9%
12,172
+13.7%
0.19%
+15.6%
Q1 2019$1,528,00010,7010.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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