EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$515,356
+2.5%
3,935
+8.3%
0.02%
+9.5%
Q2 2023$502,748
+60.9%
3,633
+55.9%
0.02%
+50.0%
Q1 2023$312,510
+6.0%
2,331
+6.9%
0.01%0.0%
Q4 2022$294,948
+11.3%
2,181
+0.1%
0.01%0.0%
Q3 2022$265,000
-6.7%
2,178
-0.6%
0.01%
-6.7%
Q2 2022$284,000
-3.7%
2,192
+11.0%
0.02%
+25.0%
Q1 2022$295,000
-0.7%
1,9740.0%0.01%0.0%
Q4 2021$297,000
+7.6%
1,9740.0%0.01%0.0%
Q3 2021$276,0001,9740.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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