Institute for Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

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 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