Bison Wealth, 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
Bison Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$627,2640.0%4,0230.0%0.10%0.0%
Q1 2024$627,264
+21.7%
4,023
+13.2%
0.10%
+12.1%
Q4 2023$515,295
+6.1%
3,554
-4.2%
0.09%
-3.2%
Q3 2023$485,870
-6.7%
3,710
-1.4%
0.09%
-3.1%
Q2 2023$520,875
+1057.5%
3,764
+972.4%
0.10%
+273.1%
Q2 2022$45,000
-13.5%
351
+0.3%
0.03%
-3.7%
Q1 2022$52,0000.0%350
+0.3%
0.03%
-10.0%
Q4 2021$52,000
-25.7%
349
-30.9%
0.03%
-6.2%
Q3 2021$70,000
-1.4%
505
+0.2%
0.03%
+3.2%
Q2 2021$71,0000.0%504
-3.6%
0.03%
+3.3%
Q1 2021$71,000
+14.5%
523
+0.2%
0.03%
+3.4%
Q4 2020$62,000
+31.9%
522
+12.0%
0.03%
+3.6%
Q3 2020$47,000
+4.4%
4660.0%0.03%0.0%
Q2 2020$45,000
-36.6%
466
-46.7%
0.03%
-45.1%
Q1 2020$71,000
-35.5%
875
-5.1%
0.05%
-3.8%
Q4 2019$110,0009220.05%
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