Simplicity Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,569,961
-11.8%
57,804
-6.8%
0.24%
+3.8%
Q2 2023$8,582,273
-16.7%
62,020
-19.3%
0.23%
-13.3%
Q1 2023$10,306,051
+1637.9%
76,871
+1653.0%
0.27%
+233.3%
Q4 2022$593,027
-1.3%
4,385
-11.1%
0.08%
-6.9%
Q3 2022$601,000
-19.5%
4,935
-14.4%
0.09%
-10.3%
Q2 2022$747,000
-23.1%
5,766
-11.3%
0.10%
-18.5%
Q1 2022$972,000
-18.3%
6,497
-17.8%
0.12%
-10.5%
Q4 2021$1,189,000
+7.1%
7,906
-0.6%
0.13%
-22.2%
Q3 2021$1,110,000
-7.1%
7,952
-10.2%
0.17%
-35.0%
Q1 2021$1,195,000
-79.5%
8,857
-81.9%
0.26%
+205.8%
Q4 2020$5,820,000
+16.3%
48,927
-0.9%
0.09%
-6.5%
Q3 2020$5,005,000
+13.0%
49,374
+6.7%
0.09%
+4.5%
Q2 2020$4,430,000
+97.3%
46,294
+67.6%
0.09%
+27.5%
Q1 2020$2,245,000
-57.5%
27,620
-37.6%
0.07%
-57.1%
Q4 2019$5,277,000
+69.6%
44,275
+60.8%
0.16%
+26.8%
Q3 2019$3,112,000
+6.1%
27,534
+4.5%
0.13%
+0.8%
Q2 2019$2,934,000
+205.3%
26,352
+195.8%
0.13%
+121.1%
Q1 2019$961,000
+79.3%
8,908
+58.4%
0.06%
-17.4%
Q4 2018$536,000
-27.1%
5,622
-13.5%
0.07%
+64.3%
Q3 2018$735,000
+41.3%
6,503
+38.4%
0.04%
+13.5%
Q2 2018$520,000
-91.1%
4,700
-92.8%
0.04%
-98.8%
Q2 2016$5,821,000
+466.2%
65,349
+454.0%
3.13%
+397.1%
Q1 2016$1,028,000
+314.5%
11,796
+330.4%
0.63%
+168.1%
Q2 2015$248,000
-26.2%
2,741
-25.1%
0.24%
-41.0%
Q1 2015$336,000
-22.6%
3,661
-24.5%
0.40%
-22.7%
Q4 2014$434,0004,8490.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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