EVERGREEN CAPITAL MANAGEMENT LLC - 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$547,158
-2.9%
3,6160.0%0.02%
-4.8%
Q1 2024$563,781
+7.6%
3,616
+0.1%
0.02%0.0%
Q4 2023$524,094
+1.7%
3,614
-8.2%
0.02%
-8.7%
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 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