Baker Ellis Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 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
Baker Ellis Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders