Gradient Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$275,671
+25.7%
2,105
+32.8%
0.01%
+16.7%
Q2 2023$219,332
+97.6%
1,585
+91.4%
0.01%
+100.0%
Q1 2023$111,010
+2.0%
828
+2.9%
0.00%0.0%
Q4 2022$108,868
-0.1%
805
-10.2%
0.00%0.0%
Q3 2022$109,000
-14.8%
896
-9.7%
0.00%
-25.0%
Q2 2022$128,000
+204.8%
992
+251.8%
0.00%
+300.0%
Q1 2022$42,000
-33.3%
282
-32.4%
0.00%
-50.0%
Q4 2021$63,000
-13.7%
417
-19.8%
0.00%0.0%
Q3 2021$73,000
+14.1%
520
+14.5%
0.00%0.0%
Q2 2021$64,000
+1.6%
454
-2.2%
0.00%0.0%
Q1 2021$63,000
+3050.0%
464
+2109.5%
0.00%
Q4 2020$2,0000.0%210.0%0.00%
Q3 2020$2,000
-50.0%
21
-53.3%
0.00%
Q2 2020$4,000
-78.9%
45
-73.5%
0.00%
-100.0%
Q3 2019$19,000
-5.0%
170
-5.0%
0.00%0.0%
Q2 2019$20,000
+11.1%
179
+5.3%
0.00%0.0%
Q1 2019$18,000
+12.5%
1700.0%0.00%0.0%
Q4 2018$16,000
-15.8%
1700.0%0.00%0.0%
Q3 2018$19,000
-36.7%
170
-37.5%
0.00%
-50.0%
Q2 2018$30,000
+57.9%
272
+60.0%
0.00%
+100.0%
Q1 2018$19,000
-52.5%
170
-52.5%
0.00%
-50.0%
Q4 2017$40,000
-9.1%
358
-16.4%
0.00%
-33.3%
Q2 2017$44,000
-2.2%
428
-3.8%
0.00%0.0%
Q1 2017$45,000
-68.1%
445
-69.4%
0.00%
-75.0%
Q4 2016$141,000
-12.4%
1,453
-15.5%
0.01%
-25.0%
Q3 2016$161,000
-30.9%
1,719
-34.4%
0.02%
-36.0%
Q2 2016$233,000
-13.4%
2,619
-15.3%
0.02%
-24.2%
Q1 2016$269,000
-88.7%
3,091
-88.9%
0.03%
-89.6%
Q4 2015$2,384,000
-80.7%
27,742
-81.4%
0.32%
-81.9%
Q3 2015$12,384,000
-4.3%
148,773
+4.2%
1.76%
-0.8%
Q2 2015$12,935,000
+10.2%
142,818
+11.9%
1.77%
+1.0%
Q1 2015$11,733,000127,6551.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders