EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 953 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.

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 Q4 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 381,655$32,403,00017.52%
Arrow Investment Advisors, LLC 639,200$54,268,0009.82%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 26,399$2,241,0007.94%
Dorsey Wright & Associates 639,200$54,268,0007.59%
Cranbrook Wealth Management, LLC 114,816$9,748,0006.55%
IBBOTSON ASSOCIATES INC 64,346$5,463,0006.11%
CONDOR CAPITAL MANAGEMENT 247,808$21,039,0005.85%
Avior Wealth Management, LLC 70,346$5,972,0005.08%
SVA Wealth Management, LLC 114,737$9,741,0004.15%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,879,500$159,570,0003.88%
View complete list of VANGUARD INDEX FDS shareholders