FIRST UNITED BANK & TRUST - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 815 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
FIRST UNITED BANK & TRUST ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,803,472
-1.9%
25,284
+1.6%
1.42%
-1.4%
Q1 2024$3,878,417
+7.6%
24,876
+0.1%
1.44%
-0.3%
Q4 2023$3,604,368
+7.0%
24,856
-3.3%
1.44%
-8.1%
Q3 2023$3,367,548
-6.7%
25,715
-1.4%
1.57%
-2.2%
Q2 2023$3,608,835
+0.4%
26,080
-2.8%
1.60%
-4.9%
Q1 2023$3,595,775
-0.1%
26,821
+0.8%
1.69%
-4.0%
Q4 2022$3,598,242
+1.6%
26,607
-8.6%
1.76%
-1.5%
Q3 2022$3,543,000
-15.3%
29,101
-9.9%
1.78%
-7.3%
Q2 2022$4,182,000
-20.0%
32,291
-7.5%
1.92%
-6.4%
Q1 2022$5,226,000
-4.6%
34,920
-4.2%
2.05%
+1.5%
Q4 2021$5,477,000
+3.4%
36,434
-4.0%
2.02%
-6.3%
Q3 2021$5,299,000
-0.7%
37,954
-0.1%
2.16%
-3.3%
Q2 2021$5,338,000
+10.0%
37,996
+5.6%
2.23%
+7.7%
Q1 2021$4,853,000
+46.5%
35,984
+29.2%
2.07%
+29.6%
Q4 2020$3,312,000
+62.0%
27,841
+38.1%
1.60%
+39.7%
Q3 2020$2,044,000
+2.6%
20,165
-3.2%
1.14%
-2.9%
Q2 2020$1,993,000
+28.0%
20,825
+8.7%
1.18%
+6.0%
Q1 2020$1,557,000
-10.7%
19,150
+30.8%
1.11%
+10.8%
Q4 2019$1,744,000
+14.1%
14,637
+8.2%
1.00%
+4.6%
Q3 2019$1,529,000
+0.9%
13,529
-0.6%
0.96%
+7.3%
Q2 2019$1,515,000
+6.1%
13,606
+2.8%
0.90%
+1.6%
Q1 2019$1,428,000
+1.5%
13,237
-10.4%
0.88%
-10.7%
Q4 2018$1,407,000
-9.8%
14,770
+7.0%
0.99%
+1.0%
Q3 2018$1,560,000
+3.2%
13,799
+0.8%
0.98%
-2.5%
Q2 2018$1,512,000
+2.0%
13,692
+1.0%
1.00%
+2.8%
Q1 2018$1,483,000
+1.6%
13,558
+3.6%
0.98%
+2.3%
Q4 2017$1,460,000
+14.9%
13,083
+8.8%
0.95%
+12.0%
Q3 2017$1,271,000
+13.9%
12,030
+10.9%
0.85%
+12.6%
Q2 2017$1,116,000
+13.3%
10,847
+12.3%
0.76%
+9.6%
Q1 2017$985,000
+97.8%
9,660
+88.5%
0.69%
+83.5%
Q4 2016$498,0005,1250.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders