SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,068
-6.4%
8,156
-1.0%
0.04%
-5.3%
Q2 2023$1,141
+5.6%
8,242
+2.3%
0.04%0.0%
Q1 2023$1,080
-8.3%
8,058
-7.5%
0.04%
-9.5%
Q4 2022$1,178
-99.9%
8,713
-2.7%
0.04%
-17.6%
Q3 2022$1,091,000
-7.5%
8,958
-1.6%
0.05%
-15.0%
Q2 2022$1,180,000
-15.7%
9,107
-2.6%
0.06%
-6.2%
Q1 2022$1,400,000
-8.8%
9,350
-8.4%
0.06%
-7.2%
Q4 2021$1,535,000
+8.6%
10,212
+0.9%
0.07%0.0%
Q3 2021$1,414,000
-1.6%
10,125
-0.9%
0.07%
+6.2%
Q2 2021$1,437,000
-11.3%
10,222
-14.9%
0.06%
-17.7%
Q1 2021$1,620,000
+8.3%
12,012
-4.5%
0.08%
-2.5%
Q4 2020$1,496,000
+13.5%
12,575
-3.3%
0.08%
-1.2%
Q3 2020$1,318,000
+7.8%
13,004
+1.8%
0.08%
-5.7%
Q2 2020$1,223,000
+1.9%
12,778
-13.5%
0.09%
-9.4%
Q1 2020$1,200,000
-43.9%
14,765
-17.7%
0.10%
-26.7%
Q4 2019$2,138,000
-0.7%
17,943
-5.8%
0.13%
-8.4%
Q3 2019$2,153,000
+1.4%
19,052
-0.1%
0.14%
+2.1%
Q2 2019$2,124,000
+13.3%
19,075
+9.7%
0.14%
-0.7%
Q1 2019$1,875,000
-3.9%
17,386
-15.1%
0.14%
-18.5%
Q4 2018$1,952,000
-18.9%
20,488
-3.8%
0.17%
-20.3%
Q3 2018$2,408,000
-1.6%
21,296
-3.8%
0.22%
-6.1%
Q2 2018$2,446,000
-1.3%
22,142
-2.2%
0.23%
-8.0%
Q1 2018$2,478,000
-16.9%
22,650
-15.2%
0.25%
-17.4%
Q4 2017$2,981,000
+3.7%
26,722
-1.9%
0.30%
-5.3%
Q3 2017$2,876,000
-64.8%
27,228
-65.7%
0.32%
-66.8%
Q2 2017$8,166,000
-2.1%
79,386
-3.0%
0.97%
-7.2%
Q1 2017$8,345,000
+7.9%
81,883
+2.9%
1.04%
-2.8%
Q4 2016$7,734,000
-13.6%
79,580
-16.8%
1.07%
-18.0%
Q3 2016$8,947,000
+1.4%
95,621
-3.5%
1.31%
-7.1%
Q2 2016$8,822,000
-10.8%
99,040
-12.8%
1.41%
-13.1%
Q1 2016$9,893,000
+3.5%
113,560
+2.1%
1.62%
-1.7%
Q4 2015$9,559,000
+3.1%
111,221
-0.2%
1.65%
-14.7%
Q3 2015$9,275,000
+0.5%
111,419
+9.3%
1.93%
-6.2%
Q2 2015$9,232,000
+5.9%
101,935
+7.5%
2.06%
-10.3%
Q1 2015$8,719,000
-1.5%
94,863
-4.2%
2.30%
-21.8%
Q4 2014$8,855,000
+7.4%
99,012
+2.0%
2.94%
-0.1%
Q3 2014$8,243,000
+6.8%
97,089
+9.3%
2.94%
+8.5%
Q2 2014$7,720,000
+20.5%
88,798
+14.8%
2.72%
+8.2%
Q1 2014$6,406,000
+21.1%
77,343
+16.6%
2.51%
-4.1%
Q4 2013$5,291,000
+26.4%
66,315
+16.0%
2.62%
+8.5%
Q3 2013$4,186,000
+30.4%
57,166
+22.3%
2.41%
+4.4%
Q2 2013$3,210,00046,7422.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders