Ballentine Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,407,296
-5.4%
10,7460.0%0.03%
-2.9%
Q2 2023$1,487,031
+3.5%
10,746
+0.3%
0.03%
-5.6%
Q1 2023$1,436,694
-0.9%
10,7160.0%0.04%
-16.3%
Q4 2022$1,449,232
+11.1%
10,7160.0%0.04%
-4.4%
Q3 2022$1,305,000
-6.0%
10,7160.0%0.04%
-8.2%
Q2 2022$1,388,000
-13.5%
10,7160.0%0.05%
-2.0%
Q1 2022$1,604,000
-22.6%
10,716
-22.3%
0.05%
-19.4%
Q4 2021$2,073,000
+38.6%
13,792
+28.7%
0.06%
+21.6%
Q3 2021$1,496,000
-0.7%
10,7160.0%0.05%
-1.9%
Q2 2021$1,506,000
+4.2%
10,7160.0%0.05%
-3.7%
Q1 2021$1,445,000
+13.3%
10,7160.0%0.05%
+5.9%
Q4 2020$1,275,000
+17.3%
10,716
-0.0%
0.05%
+6.2%
Q3 2020$1,087,000
+5.9%
10,7190.0%0.05%
-2.0%
Q2 2020$1,026,000
+17.8%
10,7190.0%0.05%
-3.9%
Q1 2020$871,000
-31.8%
10,7190.0%0.05%
-12.1%
Q4 2019$1,278,000
+5.5%
10,7190.0%0.06%
+1.8%
Q3 2019$1,211,000
+1.3%
10,719
-0.1%
0.06%0.0%
Q2 2019$1,195,000
+3.2%
10,7340.0%0.06%
-5.0%
Q1 2019$1,158,000
+13.4%
10,734
+0.1%
0.06%
+1.7%
Q4 2018$1,021,000
-20.9%
10,719
-6.1%
0.06%
-11.9%
Q3 2018$1,291,000
+2.4%
11,4140.0%0.07%
-4.3%
Q2 2018$1,261,000
+1.0%
11,4140.0%0.07%0.0%
Q1 2018$1,249,000
-1.9%
11,4140.0%0.07%0.0%
Q4 2017$1,273,000
+5.6%
11,4140.0%0.07%
+4.5%
Q3 2017$1,205,000
+0.2%
11,414
-0.1%
0.07%
-23.9%
Q2 2017$1,203,000
+9.4%
11,424
+5.8%
0.09%
+12.8%
Q1 2017$1,100,000
+5.5%
10,794
+0.6%
0.08%
-3.7%
Q4 2016$1,043,000
+3.9%
10,7290.0%0.08%
-1.2%
Q3 2016$1,004,000
+5.0%
10,7290.0%0.08%
+1.2%
Q2 2016$956,000
+2.2%
10,7290.0%0.08%
-1.2%
Q1 2016$935,000
+1.4%
10,7290.0%0.08%
-8.9%
Q4 2015$922,000
+3.2%
10,7290.0%0.09%
-4.3%
Q3 2015$893,000
-8.1%
10,7290.0%0.09%
-1.1%
Q2 2015$972,000
-1.4%
10,7290.0%0.10%
-2.1%
Q1 2015$986,000
+2.8%
10,7290.0%0.10%
-12.6%
Q4 2014$959,000
+5.3%
10,7290.0%0.11%
+2.8%
Q3 2014$911,000
-2.4%
10,7290.0%0.11%
-1.8%
Q2 2014$933,000
+4.9%
10,7290.0%0.11%
+5.8%
Q1 2014$889,000
-18.4%
10,729
-21.4%
0.10%
-14.8%
Q4 2013$1,089,000
+2.1%
13,645
-6.3%
0.12%
-6.9%
Q3 2013$1,067,000
+3.8%
14,565
-2.7%
0.13%
-5.1%
Q2 2013$1,028,00014,9650.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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