Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.5%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,718,117
-52.0%
36,027
-49.3%
0.19%
-1.0%
Q2 2023$9,837,758
+293.6%
71,092
+281.3%
0.19%
+35.9%
Q1 2023$2,499,636
+14.1%
18,644
+15.1%
0.14%
+108.8%
Q4 2022$2,191,058
+22.4%
16,201
+10.2%
0.07%
-56.1%
Q3 2022$1,790,000
+1.4%
14,697
+7.9%
0.16%
+5.4%
Q2 2022$1,765,000
+2.4%
13,627
+18.4%
0.15%
+20.5%
Q1 2022$1,723,000
+10.1%
11,510
+10.6%
0.12%
+8.9%
Q4 2021$1,565,000
+19.6%
10,411
+11.1%
0.11%
-1.8%
Q3 2021$1,308,000
+7.0%
9,372
+7.8%
0.11%
+4.6%
Q2 2021$1,222,000
+64.5%
8,694
+57.7%
0.11%
+43.4%
Q1 2021$743,000
+26.6%
5,512
+11.7%
0.08%
+11.8%
Q4 2020$587,000
+38.8%
4,936
+18.2%
0.07%
+15.3%
Q3 2020$423,000
+5.5%
4,175
-0.3%
0.06%
-7.8%
Q2 2020$401,000
+11.7%
4,188
+5.5%
0.06%
-4.5%
Q1 2020$359,000
+14.0%
3,968
+49.1%
0.07%
+4.7%
Q4 2019$315,000
-82.4%
2,662
-81.9%
0.06%
-58.7%
Q3 2011$1,790,00014,6970.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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