EP Wealth Advisors, 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
EP Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$72,992,542
+5.4%
557,365
+5985.4%
1.13%
+13.4%
Q2 2023$69,236,670
+1410.1%
9,159
-57.9%
1.00%
+1163.3%
Q1 2023$4,584,889
-91.2%
21,738
-94.4%
0.08%
-91.6%
Q4 2022$52,134,829
+45.3%
385,499
+30.9%
0.94%
+15.5%
Q3 2022$35,870,000
+7.0%
294,570
+13.8%
0.81%
+7.7%
Q2 2022$33,518,000
+24.3%
258,787
+43.6%
0.76%
+27.5%
Q1 2022$26,966,000
+24.8%
180,169
+25.3%
0.59%
+15.9%
Q4 2021$21,612,000
+39.6%
143,761
+29.6%
0.51%
+20.2%
Q3 2021$15,486,000
+39.7%
110,925
+40.6%
0.42%
+38.4%
Q2 2021$11,084,000
+203.2%
78,891
+191.0%
0.31%
+164.7%
Q1 2021$3,656,000
+738.5%
27,109
+639.1%
0.12%
+673.3%
Q4 2020$436,000
-82.4%
3,668
-85.0%
0.02%
-86.0%
Q3 2020$2,479,000
-36.9%
24,452
-40.5%
0.11%
-36.3%
Q2 2020$3,931,000
+9.3%
41,079
-7.2%
0.17%
-4.5%
Q1 2020$3,598,000
-47.7%
44,258
-23.3%
0.18%
-37.8%
Q4 2019$6,877,00057,6990.28%
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