SONATA CAPITAL GROUP INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 435 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$314
-5.4%
2,4000.0%0.17%
-2.3%
Q2 2023$332
+3.1%
2,4000.0%0.17%
-1.1%
Q1 2023$322
-0.9%
2,4000.0%0.17%
-3.9%
Q4 2022$325
-99.9%
2,400
-11.1%
0.18%0.0%
Q3 2022$329,000
-6.0%
2,7000.0%0.18%
-0.5%
Q2 2022$350,000
-13.4%
2,7000.0%0.18%
+2.2%
Q1 2022$404,000
-0.5%
2,7000.0%0.18%
+4.7%
Q4 2021$406,000
+7.7%
2,7000.0%0.17%
+0.6%
Q3 2021$377,000
-0.5%
2,7000.0%0.17%
-1.7%
Q2 2021$379,000
+4.1%
2,7000.0%0.17%
-1.7%
Q1 2021$364,000
+13.4%
2,7000.0%0.18%
+10.1%
Q4 2020$321,000
+17.2%
2,7000.0%0.16%
-0.6%
Q3 2020$274,000
-10.5%
2,700
-15.6%
0.16%
-17.5%
Q2 2020$306,000
+14.2%
3,200
-3.0%
0.19%
-4.0%
Q1 2020$268,000
-31.8%
3,3000.0%0.20%
-14.8%
Q4 2019$393,000
+5.4%
3,3000.0%0.24%
-6.3%
Q3 2019$373,000
+1.6%
3,3000.0%0.25%
-0.4%
Q2 2019$367,000
+3.1%
3,3000.0%0.25%
-4.2%
Q1 2019$356,000
+13.4%
3,3000.0%0.26%
+3.5%
Q4 2018$314,000
-15.8%
3,3000.0%0.26%
+1.2%
Q3 2018$373,000
-29.6%
3,300
-31.2%
0.25%
-33.6%
Q2 2018$530,000
+1.0%
4,8000.0%0.38%
-1.0%
Q1 2018$525,000
-2.1%
4,8000.0%0.38%
-0.5%
Q4 2017$536,000
+5.7%
4,8000.0%0.39%
+2.7%
Q3 2017$507,000
+2.6%
4,8000.0%0.38%
+2.4%
Q2 2017$494,000
+1.0%
4,8000.0%0.37%
-0.3%
Q1 2017$489,000
+14.3%
4,800
+9.1%
0.37%
+10.8%
Q4 2016$428,000
+3.9%
4,4000.0%0.33%
-0.6%
Q3 2016$412,000
+59.7%
4,400
+51.7%
0.34%
+52.3%
Q2 2016$258,000
+2.0%
2,9000.0%0.22%
+0.5%
Q1 2016$253,000
+1.6%
2,9000.0%0.22%0.0%
Q4 2015$249,000
+3.3%
2,9000.0%0.22%
-2.2%
Q3 2015$241,000
-8.4%
2,9000.0%0.22%
-0.9%
Q2 2015$263,000
-1.5%
2,9000.0%0.23%
-3.4%
Q1 2015$267,000
+3.1%
2,9000.0%0.23%
-0.4%
Q4 2014$259,0002,9000.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders