PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,797,950
-5.4%
13,7290.0%0.17%
-2.8%
Q2 2023$1,899,819
+4.5%
13,729
+1.3%
0.18%
+0.6%
Q1 2023$1,817,319
+1.9%
13,555
+2.8%
0.18%
-3.3%
Q4 2022$1,783,410
+11.0%
13,1870.0%0.18%
+2.3%
Q3 2022$1,606,000
-6.0%
13,1870.0%0.18%
-4.3%
Q2 2022$1,708,000
-13.5%
13,1870.0%0.18%
-1.1%
Q1 2022$1,974,000
-0.7%
13,187
-0.3%
0.19%
-4.1%
Q4 2021$1,988,000
-9.9%
13,221
-16.4%
0.20%
-14.5%
Q3 2021$2,207,000
-3.2%
15,809
-2.6%
0.23%
-3.0%
Q2 2021$2,280,000
+4.2%
16,2300.0%0.24%
-12.6%
Q1 2021$2,189,000
+4.6%
16,230
-7.8%
0.27%
-5.9%
Q4 2020$2,093,000
+17.1%
17,598
-0.2%
0.29%
+2.1%
Q3 2020$1,788,000
+0.1%
17,642
-5.5%
0.28%
-4.1%
Q2 2020$1,786,000
+108.2%
18,664
+67.2%
0.29%
+71.8%
Q1 2020$858,00011,1640.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders