Regal Investment 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
Regal Investment Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,937,725
-3.1%
37,704
+2.4%
0.42%
-2.6%
Q2 2023$5,095,516
+5.6%
36,823
+2.3%
0.43%
+0.2%
Q1 2023$4,827,070
+3.4%
36,004
+4.3%
0.43%
-5.8%
Q4 2022$4,668,337
+11.3%
34,519
+0.2%
0.45%
+2.0%
Q3 2022$4,196,000
-2.2%
34,461
+4.0%
0.44%
-0.9%
Q2 2022$4,290,000
-13.0%
33,121
+0.5%
0.45%
-1.1%
Q1 2022$4,931,000
+0.3%
32,948
+0.7%
0.45%
+3.9%
Q4 2021$4,917,000
+11.2%
32,706
+3.3%
0.44%
+1.4%
Q3 2021$4,422,000
+5.4%
31,676
+6.0%
0.43%
+1.9%
Q2 2021$4,197,000
+50.9%
29,875
+44.8%
0.42%
-85.1%
Q1 2021$2,782,000
-27.4%
20,629
-36.0%
2.82%
+551.3%
Q4 2020$3,833,000
+74.7%
32,223
+48.9%
0.43%
-83.3%
Q3 2020$2,194,000
-24.7%
21,645
-28.9%
2.59%
+385.6%
Q2 2020$2,912,000
+63.8%
30,430
+39.1%
0.53%
-79.6%
Q1 2020$1,778,000
-43.8%
21,875
-17.7%
2.61%
+358.2%
Q4 2019$3,166,000
+9.2%
26,566
+3.5%
0.57%
+0.7%
Q3 2019$2,899,000
+6.0%
25,659
+4.5%
0.57%
+6.2%
Q2 2019$2,734,000
+7.4%
24,554
+4.1%
0.53%
+3.1%
Q1 2019$2,545,000
+11.6%
23,592
-1.4%
0.52%
+3.4%
Q4 2018$2,280,000
-14.6%
23,931
+1.4%
0.50%
-11.0%
Q3 2018$2,670,000
+49.1%
23,610
+45.6%
0.56%
+3.3%
Q2 2018$1,791,000
-28.6%
16,218
-29.3%
0.54%
-1.8%
Q1 2018$2,508,000
+1.7%
22,926
+3.7%
0.55%
+0.9%
Q4 2017$2,465,000
+5.7%
22,098
+0.1%
0.55%
+0.9%
Q3 2017$2,331,000
+1.9%
22,067
-0.8%
0.54%
-3.9%
Q2 2017$2,287,000
+7.6%
22,236
+6.6%
0.57%
+2.2%
Q1 2017$2,125,000
+5.5%
20,850
+0.6%
0.55%
-0.5%
Q4 2016$2,014,000
+9.9%
20,726
+5.9%
0.56%
+7.1%
Q3 2016$1,832,000
+10.3%
19,574
+5.0%
0.52%
+13.8%
Q2 2016$1,661,000
+11.9%
18,650
+9.4%
0.46%
+13.7%
Q1 2016$1,485,000
+14.8%
17,050
+13.2%
0.40%
+19.6%
Q4 2015$1,294,000
+47.2%
15,058
+42.5%
0.34%
+47.4%
Q3 2015$879,000
+58.4%
10,564
+72.1%
0.23%
+52.0%
Q2 2015$555,000
+17.3%
6,137
+19.2%
0.15%
+28.2%
Q1 2015$473,000
+21.6%
5,150
+18.5%
0.12%
+12.5%
Q4 2014$389,000
+108.0%
4,347
+97.7%
0.10%
+82.5%
Q3 2014$187,000
+25.5%
2,199
+8.4%
0.06%
-34.5%
Q3 2013$149,000
+26.3%
2,029
+18.4%
0.09%
+33.8%
Q2 2013$118,0001,7140.06%
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