HARBOR INVESTMENT ADVISORY, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,104,559
-8.7%
31,342
-3.6%
0.54%
-14.2%
Q2 2023$4,497,566
+3.8%
32,502
+0.6%
0.63%
-3.2%
Q1 2023$4,331,253
+0.6%
32,306
+1.5%
0.65%
-3.7%
Q4 2022$4,305,112
+29.1%
31,833
+16.2%
0.67%
+22.4%
Q3 2022$3,335,000
-5.4%
27,390
+0.6%
0.55%
-2.8%
Q2 2022$3,526,000
-13.5%
27,220
+0.0%
0.56%
+4.6%
Q1 2022$4,074,000
-3.1%
27,219
-2.6%
0.54%
+1.5%
Q4 2021$4,203,000
+22.4%
27,958
+13.6%
0.53%
+14.2%
Q3 2021$3,435,000
-8.2%
24,602
-7.6%
0.47%
-8.1%
Q2 2021$3,743,000
+6.7%
26,638
+2.4%
0.51%
-4.0%
Q1 2021$3,507,000
+22.5%
26,002
+8.0%
0.53%
+15.0%
Q4 2020$2,863,000
+19.3%
24,065
+1.6%
0.46%0.0%
Q3 2020$2,400,000
+15.6%
23,679
+9.1%
0.46%
+4.1%
Q2 2020$2,077,000
+25.6%
21,707
+6.7%
0.44%
-0.9%
Q1 2020$1,654,000
-10.4%
20,352
+31.4%
0.44%
+4.7%
Q4 2019$1,846,00015,4900.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 101,837$15,242,00015.29%
STEPHENS GROUP ASSET MANAGEMENT, LLC 892,916$133,643,00013.41%
Dougherty Wealth Advisers LLC 58,270$8,721,00013.16%
Eagle Strategies LLC 180,949$27,083,00010.58%
Waverly Advisors, LLC 815,938$122,121,00010.33%
BHK Investment Advisors, LLC 154,596$23,138,0009.68%
Amtrust Financial Services, Inc. 147,000$22,001,0008.04%
Trust Co 273,567$40,944,0007.99%
INSPIRION WEALTH ADVISORS, LLC 245,248$36,706,0007.51%
Marotta Asset Management 214,445$32,095,983,0007.46%
View complete list of VANGUARD INDEX FDS shareholders