Dynamic Advisor Solutions 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
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$402,072
-7.9%
3,070
-2.7%
0.02%
-17.4%
Q2 2023$436,395
-26.2%
3,154
-28.5%
0.02%
-34.3%
Q1 2023$591,099
-10.9%
4,409
-10.1%
0.04%
-22.2%
Q4 2022$663,216
-0.7%
4,904
-10.6%
0.04%
-11.8%
Q3 2022$668,000
-23.1%
5,488
-18.2%
0.05%
-23.9%
Q2 2022$869,000
-14.7%
6,708
-1.5%
0.07%
-5.6%
Q1 2022$1,019,000
-19.1%
6,807
-18.7%
0.07%
-21.1%
Q4 2021$1,259,000
+27.7%
8,374
+18.6%
0.09%
+21.6%
Q3 2021$986,000
-3.8%
7,059
-3.2%
0.07%
-8.6%
Q2 2021$1,025,000
-5.3%
7,294
-9.1%
0.08%
-19.0%
Q1 2021$1,082,000
+30.2%
8,020
+14.8%
0.10%
+28.2%
Q4 2020$831,000
+133.4%
6,986
+98.7%
0.08%
+95.0%
Q3 2020$356,000
+49.0%
3,516
+40.9%
0.04%
+25.0%
Q2 2020$239,0002,4950.03%
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