MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$374,717
+0.1%
2,491
+3.7%
0.01%0.0%
Q1 2024$374,336
-4.0%
2,401
-10.7%
0.01%
-23.1%
Q4 2023$389,892
+55.2%
2,689
+40.2%
0.01%
+44.4%
Q3 2023$251,177
-3.9%
1,918
+1.5%
0.01%
-10.0%
Q2 2023$261,446
+10.9%
1,889
+8.3%
0.01%
-9.1%
Q4 2022$235,838
+3.0%
1,744
-38.0%
0.01%
-56.0%
Q1 2020$229,0002,8150.02%
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