BerganKDV Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$78,877
+3.2%
5700.0%0.01%0.0%
Q1 2023$76,420
-16.2%
570
-15.4%
0.01%
-20.0%
Q4 2022$91,152
+32.1%
674
+18.2%
0.01%
+25.0%
Q3 2022$69,000
-6.8%
5700.0%0.01%0.0%
Q2 2022$74,000
-12.9%
5700.0%0.01%
-11.1%
Q1 2022$85,000
-1.2%
5700.0%0.01%0.0%
Q4 2021$86,000
+7.5%
5700.0%0.01%0.0%
Q3 2021$80,000
+21.2%
570
+22.1%
0.01%
+12.5%
Q2 2021$66,000
+11.9%
467
+6.1%
0.01%0.0%
Q1 2021$59,000
+13.5%
4400.0%0.01%
+14.3%
Q4 2020$52,000
+15.6%
4400.0%0.01%0.0%
Q3 2020$45,000
-52.6%
440
-55.7%
0.01%
-56.2%
Q2 2020$95,000
+163.9%
994
+125.9%
0.02%
+128.6%
Q1 2020$36,000
-30.8%
4400.0%0.01%
-22.2%
Q4 2019$52,000
+4.0%
4400.0%0.01%
-10.0%
Q3 2019$50,000
+2.0%
4400.0%0.01%0.0%
Q2 2019$49,000
+4.3%
4400.0%0.01%0.0%
Q1 2019$47,000
+11.9%
4400.0%0.01%0.0%
Q4 2018$42,000
-16.0%
4400.0%0.01%
-9.1%
Q3 2018$50,000
+2.0%
4400.0%0.01%0.0%
Q2 2018$49,0004400.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders