INSPIRION WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$32,373,707
-3.0%
247,203
+2.4%
6.31%
-1.3%
Q2 2023$33,391,780
+6.9%
241,305
+3.6%
6.40%
+2.1%
Q1 2023$31,235,057
+0.2%
232,976
+1.0%
6.26%
-5.2%
Q4 2022$31,181,443
+5.1%
230,564
-5.4%
6.61%
-1.3%
Q3 2022$29,678,000
-6.0%
243,724
+0.0%
6.69%
-3.4%
Q2 2022$31,560,000
-14.0%
243,672
-0.6%
6.93%
-7.8%
Q1 2022$36,706,000
+0.9%
245,248
+1.3%
7.51%
-2.0%
Q4 2021$36,377,000
+9.0%
241,983
+1.3%
7.67%
-0.1%
Q3 2021$33,361,000
-0.3%
238,960
+0.3%
7.68%
-7.0%
Q2 2021$33,475,000
+5.9%
238,259
+1.6%
8.25%
-1.6%
Q1 2021$31,614,000
+13.7%
234,400
+0.3%
8.38%
+7.1%
Q4 2020$27,801,000
+21.4%
233,702
+3.5%
7.82%
-0.5%
Q3 2020$22,895,000
+6536.2%
225,854
+6172.0%
7.87%
+5728.1%
Q2 2020$345,0003,6010.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders