Lido Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$982,300
+6.4%
7,501
+12.5%
0.01%0.0%
Q2 2023$923,085
+17.9%
6,670
+14.2%
0.01%
-12.5%
Q1 2023$782,787
+34.2%
5,839
+35.4%
0.01%
+14.3%
Q4 2022$583,329
+9.0%
4,313
-2.0%
0.01%0.0%
Q3 2022$535,000
+8.7%
4,401
+15.7%
0.01%0.0%
Q2 2022$492,000
-22.3%
3,804
-10.1%
0.01%0.0%
Q1 2022$633,000
+3.3%
4,231
+3.7%
0.01%0.0%
Q4 2021$613,000
+14.4%
4,082
+6.3%
0.01%0.0%
Q3 2021$536,000
+14.8%
3,841
+15.5%
0.01%
+16.7%
Q2 2021$467,000
+3.3%
3,326
-0.8%
0.01%
-25.0%
Q1 2021$452,000
+34.1%
3,352
+18.2%
0.01%
+14.3%
Q4 2020$337,000
-28.5%
2,836
-38.9%
0.01%
-41.7%
Q3 2020$471,000
+63.5%
4,643
+54.4%
0.01%
+33.3%
Q2 2020$288,000
+18.0%
3,0070.0%0.01%
-10.0%
Q1 2020$244,000
-0.8%
3,007
+45.8%
0.01%0.0%
Q4 2019$246,000
+5.6%
2,0630.0%0.01%
-16.7%
Q3 2019$233,000
+1.3%
2,0630.0%0.01%
-7.7%
Q2 2019$230,000
+2.7%
2,063
-0.5%
0.01%
-13.3%
Q1 2019$224,0002,0730.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders