B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,218,825
-4.8%
16,943
+0.6%
0.06%
+15.4%
Q2 2023$2,330,728
+4.4%
16,843
+1.1%
0.05%
-13.3%
Q1 2023$2,233,564
+3.0%
16,660
+3.9%
0.06%
-1.6%
Q4 2022$2,167,565
+8.4%
16,028
-2.3%
0.06%
+1.7%
Q3 2022$1,999,000
+16.0%
16,411
+23.4%
0.06%
-16.7%
Q2 2022$1,723,000
-17.3%
13,296
-4.5%
0.07%
+5.9%
Q1 2022$2,084,000
-8.7%
13,923
-8.3%
0.07%
+3.0%
Q4 2021$2,283,000
+10.2%
15,180
+2.3%
0.07%0.0%
Q3 2021$2,072,000
+0.4%
14,839
+1.0%
0.07%
-1.5%
Q2 2021$2,064,000
+9.6%
14,686
+5.2%
0.07%0.0%
Q1 2021$1,884,000
+34.6%
13,962
+18.7%
0.07%
-10.7%
Q4 2020$1,400,000
-24.5%
11,765
-37.2%
0.08%
-24.2%
Q3 2020$1,855,000
+110.3%
18,743
+103.5%
0.10%
+67.8%
Q2 2020$882,000
-14.5%
9,209
-27.4%
0.06%
-33.0%
Q1 2020$1,031,000
+410.4%
12,680
+649.4%
0.09%
+417.6%
Q4 2019$202,000
-69.9%
1,692
-76.4%
0.02%
-87.0%
Q3 2016$670,000
-4.1%
7,155
-8.7%
0.13%
-6.4%
Q2 2016$699,000
+20.3%
7,839
+17.6%
0.14%
+4.5%
Q1 2016$581,000
+5.6%
6,667
+4.3%
0.13%
+20.7%
Q4 2015$550,000
+26.1%
6,393
+22.2%
0.11%
+5.7%
Q3 2015$436,000
+4.3%
5,233
+13.4%
0.10%
+1.0%
Q2 2015$418,000
-23.3%
4,615
-22.1%
0.10%
-21.8%
Q1 2015$545,000
+11.7%
5,922
+8.4%
0.13%
+1230.0%
Q4 2014$488,000
-22.3%
5,462
-26.1%
0.01%
-89.6%
Q3 2014$628,000
-99.5%
7,394
+389.3%
0.10%
+209.7%
Q2 2014$131,366,0001,5110.03%
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