ProVise Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,801,331
+0.6%
74,842
+6.3%
0.91%
+3.2%
Q2 2023$9,743,360
+12.9%
70,410
+9.4%
0.88%
+7.0%
Q1 2023$8,627,562
+42.7%
64,351
+44.0%
0.82%
+34.8%
Q4 2022$6,044,711
+12.3%
44,696
+1.1%
0.61%
+1.8%
Q3 2022$5,381,000
+2.0%
44,191
+8.5%
0.60%
+6.7%
Q2 2022$5,275,000
+14.7%
40,726
+32.6%
0.56%
+29.7%
Q1 2022$4,597,000
+13.9%
30,714
+14.4%
0.43%
+18.6%
Q4 2021$4,035,000
+23.4%
26,840
+14.6%
0.37%
+13.3%
Q3 2021$3,270,000
-1.4%
23,425
-0.8%
0.32%
-4.4%
Q2 2021$3,318,000
-45.9%
23,618
-48.1%
0.34%
-48.9%
Q1 2021$6,137,000
+13.7%
45,506
+0.3%
0.66%
+6.1%
Q4 2020$5,398,000
+20.0%
45,373
+2.2%
0.62%
+3.5%
Q3 2020$4,499,000
+5.0%
44,385
-0.9%
0.60%
-2.1%
Q2 2020$4,285,000
+19.4%
44,780
+1.5%
0.62%
+2.2%
Q1 2020$3,588,000
-31.8%
44,137
+0.0%
0.60%
-7.0%
Q4 2019$5,260,000
+5.5%
44,133
+0.0%
0.65%
-2.1%
Q3 2019$4,987,000
+1.1%
44,132
-0.4%
0.66%
+0.2%
Q2 2019$4,932,000
+2.9%
44,295
-0.3%
0.66%
-1.8%
Q1 2019$4,791,000
+13.9%
44,411
+0.6%
0.67%
+1.1%
Q4 2018$4,206,000
-8.4%
44,151
+8.7%
0.66%
+9.9%
Q3 2018$4,594,000
+7.9%
40,631
+5.4%
0.60%
+88.5%
Q2 2018$4,256,000
+1.1%
38,533
+0.1%
0.32%
-48.2%
Q1 2018$4,210,000
-3.8%
38,486
-1.9%
0.62%
-1.3%
Q4 2017$4,378,000
+5.9%
39,239
+0.2%
0.63%
+4.7%
Q3 2017$4,136,000
+3.0%
39,155
+0.3%
0.60%
-1.6%
Q2 2017$4,017,000
+3.4%
39,044
+2.4%
0.61%
-2.2%
Q1 2017$3,884,000
+0.3%
38,113
-4.4%
0.62%
-5.3%
Q4 2016$3,874,000
-0.3%
39,856
-4.1%
0.66%
-2.2%
Q3 2016$3,887,000
+7.3%
41,545
+2.2%
0.67%
+1.2%
Q2 2016$3,621,000
+41.7%
40,647
+38.6%
0.67%
+26.9%
Q1 2016$2,555,000
-2.4%
29,326
-3.7%
0.52%
-4.4%
Q4 2015$2,617,000
+35.4%
30,451
+31.1%
0.55%
+22.5%
Q3 2015$1,933,000
+13.7%
23,223
+23.7%
0.45%
+23.8%
Q2 2015$1,700,000
-0.7%
18,770
+0.8%
0.36%0.0%
Q1 2015$1,712,000
-46.0%
18,630
-47.4%
0.36%
+6.5%
Q4 2014$3,168,000
+148.3%
35,416
+135.7%
0.34%
+22.7%
Q3 2014$1,276,000
+3.7%
15,025
+6.1%
0.28%
+3.7%
Q2 2014$1,231,000
+23.3%
14,160
+17.5%
0.27%
+10.3%
Q1 2014$998,00012,0500.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders