Baker Ellis Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 349 filers reported holding VANGUARD INDEX FDS in Q2 2017. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

Quarter-by-quarter ownership
Baker Ellis Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$958,239
-18.3%
6,370
-15.3%
0.14%
-17.7%
Q1 2024$1,172,443
+7.5%
7,5200.0%0.18%0.0%
Q4 2023$1,090,475
-33.0%
7,520
-39.5%
0.18%
-40.1%
Q3 2023$1,626,523
-15.6%
12,420
-10.8%
0.29%
-11.0%
Q2 2023$1,926,250
-3.7%
13,920
-6.7%
0.33%
-8.4%
Q1 2023$2,000,324
+4.7%
14,920
+5.6%
0.36%
-3.2%
Q4 2022$1,910,941
+205.8%
14,130
+175.4%
0.37%
+172.1%
Q3 2022$625,000
-0.6%
5,130
+5.7%
0.14%
+3.8%
Q2 2022$629,000
+97.2%
4,855
+127.9%
0.13%
+129.8%
Q1 2022$319,000
-8.1%
2,130
-7.6%
0.06%
-6.6%
Q4 2021$347,000
+5.5%
2,3050.0%0.06%
-3.2%
Q3 2021$329,000
+1.5%
2,3050.0%0.06%0.0%
Q2 2021$324,0000.0%2,305
-4.2%
0.06%
-10.0%
Q1 2021$324,000
+8.7%
2,405
-4.0%
0.07%
-1.4%
Q4 2020$298,000
+17.3%
2,5050.0%0.07%0.0%
Q3 2020$254,000
+5.8%
2,5050.0%0.07%0.0%
Q2 2020$240,000
-1.6%
2,505
-16.6%
0.07%
-18.4%
Q1 2020$244,000
-57.2%
3,005
-37.2%
0.09%
-44.6%
Q4 2019$570,000
+3.3%
4,785
-2.0%
0.16%
+6.8%
Q3 2019$552,000
-13.3%
4,885
-14.6%
0.15%
-13.0%
Q2 2019$637,000
-2.2%
5,720
-5.2%
0.17%
-6.6%
Q1 2019$651,000
-2.5%
6,035
-13.9%
0.18%
-10.8%
Q4 2018$668,000
-12.0%
7,010
+4.5%
0.20%
+4.1%
Q3 2018$759,000
+2.4%
6,7100.0%0.20%0.0%
Q2 2018$741,000
-3.5%
6,710
-4.5%
0.20%
-3.5%
Q1 2018$768,000
-3.6%
7,023
-1.7%
0.20%
+0.5%
Q4 2017$797,000
+5.7%
7,142
+0.0%
0.20%
+0.5%
Q3 2017$754,0000.0%7,140
-2.6%
0.20%
-3.4%
Q2 2017$754,000
+4.4%
7,327
+3.5%
0.21%
+0.5%
Q1 2017$722,000
+8.4%
7,080
+3.3%
0.21%
+5.6%
Q4 2016$666,000
+338.2%
6,853
+322.8%
0.20%
+323.9%
Q3 2016$152,0001,6210.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2017
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