Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$965
-5.8%
7,367
-0.5%
0.15%
-3.3%
Q2 2023$1,024
+3.2%
7,4020.0%0.15%
-6.1%
Q1 2023$992
-0.9%
7,4020.0%0.16%
-6.3%
Q4 2022$1,001
-99.9%
7,4020.0%0.17%
-0.6%
Q3 2022$901,000
-6.0%
7,4020.0%0.18%
-2.8%
Q2 2022$959,000
-13.4%
7,4020.0%0.18%
-2.2%
Q1 2022$1,108,000
+0.2%
7,402
+0.6%
0.18%
+3.4%
Q4 2021$1,106,000
+7.7%
7,3560.0%0.18%
-2.7%
Q3 2021$1,027,000
-3.2%
7,356
-2.6%
0.18%
-3.7%
Q2 2021$1,061,000
+4.1%
7,5520.0%0.19%
+1.6%
Q1 2021$1,019,000
+18.9%
7,552
+4.8%
0.19%
-1.1%
Q4 2020$857,000
+20.7%
7,204
+2.9%
0.19%
+6.8%
Q3 2020$710,000
+6.4%
7,003
+0.5%
0.18%
+0.6%
Q2 2020$667,000
+16.0%
6,966
-1.5%
0.18%
-2.2%
Q1 2020$575,000
-31.1%
7,075
+1.0%
0.18%
-15.5%
Q4 2019$835,000
+5.4%
7,0080.0%0.21%
-2.7%
Q3 2019$792,000
+1.5%
7,0080.0%0.22%
-0.5%
Q2 2019$780,000
-16.0%
7,008
-18.6%
0.22%
-12.4%
Q1 2019$929,000
+13.3%
8,6090.0%0.25%
+3.7%
Q4 2018$820,000
-11.1%
8,609
+5.6%
0.24%
-6.9%
Q3 2018$922,000
+2.4%
8,1500.0%0.26%
-7.5%
Q2 2018$900,000
-3.8%
8,150
-4.8%
0.28%
-7.3%
Q1 2018$936,000
-2.0%
8,5590.0%0.30%
-3.8%
Q4 2017$955,000
+5.6%
8,5590.0%0.32%
-0.6%
Q3 2017$904,000
+2.7%
8,5590.0%0.32%
-2.2%
Q2 2017$880,000
+0.9%
8,5590.0%0.32%
-3.6%
Q1 2017$872,000
+4.8%
8,5590.0%0.34%
-2.3%
Q4 2016$832,000
+3.9%
8,5590.0%0.34%
-2.3%
Q3 2016$801,000
+5.1%
8,5590.0%0.35%
-1.7%
Q2 2016$762,000
+0.7%
8,559
-1.5%
0.36%
-5.0%
Q1 2016$757,000
+0.9%
8,688
-0.4%
0.38%
-3.6%
Q4 2015$750,000
+3.3%
8,7260.0%0.39%
-2.2%
Q3 2015$726,000
-8.1%
8,7260.0%0.40%
-2.2%
Q2 2015$790,000
-1.5%
8,7260.0%0.41%
-1.7%
Q1 2015$802,000
+2.8%
8,7260.0%0.42%
-2.1%
Q4 2014$780,000
+5.4%
8,7260.0%0.42%
+1.0%
Q3 2014$740,000
-2.9%
8,726
-0.4%
0.42%
-1.4%
Q2 2014$762,000
+5.0%
8,7610.0%0.43%0.0%
Q1 2014$726,000
+25.4%
8,761
+20.8%
0.43%
+11.2%
Q4 2013$579,0007,2540.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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