Dynamic Advisor Solutions LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 953 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$413,548
-26.9%
2,749
-24.3%
0.01%
-31.6%
Q1 2024$566,028
+13.7%
3,630
+5.0%
0.02%0.0%
Q4 2023$497,631
+23.8%
3,457
+12.6%
0.02%0.0%
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 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders