WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$189,857
-3.1%
1,372
-6.1%
0.03%
+22.7%
Q1 2023$195,876
-7.3%
1,4610.0%0.02%
+46.7%
Q4 2022$211,217
-16.5%
1,461
-18.0%
0.02%
-16.7%
Q1 2022$253,000
+12.4%
1,781
+15.6%
0.02%
+20.0%
Q4 2021$225,000
-7.0%
1,540
-5.7%
0.02%
-6.2%
Q3 2021$242,000
-90.6%
1,633
+5732.1%
0.02%
+1500.0%
Q3 2016$2,587,000
+3.5%
28
-69.9%
0.00%
Q2 2016$2,500,000930.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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