Institute for Wealth Management, LLC. - 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
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$383,451
+35.2%
2,928
+42.8%
0.07%
+43.8%
Q2 2023$283,679
+16.3%
2,050
+12.6%
0.05%
+2.1%
Q1 2023$244,007
-0.9%
1,8200.0%0.05%
-9.6%
Q4 2022$246,137
+2.1%
1,820
-8.2%
0.05%
-3.7%
Q3 2022$241,000
-5.9%
1,982
+0.2%
0.05%
+8.0%
Q2 2022$256,000
-10.8%
1,979
+3.1%
0.05%
+8.7%
Q1 2022$287,000
-0.7%
1,9200.0%0.05%
-2.1%
Q4 2021$289,000
+7.8%
1,9200.0%0.05%0.0%
Q3 2021$268,000
-10.1%
1,920
-9.4%
0.05%
-9.6%
Q2 2021$298,000
+4.2%
2,1200.0%0.05%
-3.7%
Q1 2021$286,000
+13.5%
2,1200.0%0.05%
+8.0%
Q4 2020$252,000
+24.1%
2,120
+24.7%
0.05%
+8.7%
Q4 2019$203,000
-7.7%
1,700
-13.9%
0.05%
-6.1%
Q2 2019$220,000
+4.8%
1,975
+1.3%
0.05%
+6.5%
Q1 2019$210,0001,9500.05%
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