STEPH & CO - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.

Quarter-by-quarter ownership
STEPH & CO ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$940,155
-6.7%
4,827
-1.4%
0.52%
-4.5%
Q2 2023$1,007,861
-3.3%
4,898
-8.4%
0.55%
-15.0%
Q1 2023$1,042,077
+103383.3%
5,347
-4.6%
0.65%
+1.7%
Q4 2022$1,007
-99.9%
5,604
+12.5%
0.64%
+7.4%
Q3 2022$849,000
+3.8%
4,980
+6.7%
0.59%
+18.6%
Q2 2022$818,000
+20.6%
4,666
+53.4%
0.50%
+23.8%
Q1 2022$678,000
-14.7%
3,042
-2.5%
0.40%
-12.4%
Q4 2021$795,000
+7.9%
3,1210.0%0.46%
-2.3%
Q3 2021$737,000
+1.4%
3,121
+1.5%
0.47%
-0.2%
Q2 2021$727,000
+6.9%
3,075
-3.0%
0.47%0.0%
Q1 2021$680,000
-4.5%
3,169
-5.6%
0.47%
-13.1%
Q4 2020$712,000
+16.7%
3,357
-0.8%
0.54%
-4.7%
Q3 2020$610,000
+8.3%
3,385
-0.8%
0.57%
+1.6%
Q2 2020$563,000
-4.7%
3,411
-26.9%
0.56%
-16.6%
Q1 2020$591,000
-3.7%
4,666
+20.7%
0.67%
+28.7%
Q4 2019$614,0003,8650.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 410,751$97,081,00010.03%
Truepoint, Inc. 762,319$180,174,0009.97%
BHK Investment Advisors, LLC 96,165$22,729,0009.28%
Fulcrum Capital LLC 153,821$36,356,0009.12%
Bryn Mawr Capital Management, LLC 70,928$16,764,0007.59%
Waverly Advisors, LLC 333,121$80,798,0007.45%
Praetorian Wealth Management, Inc. 86,729$20,498,0006.85%
Goepper Burkhardt LLC 38,127$9,011,0005.69%
ERTS Wealth Advisors, LLC 84,075$19,885,0005.38%
Parcion Private Wealth LLC 225,848$53,379,0005.35%
View complete list of VANGUARD INDEX FDS shareholders