Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$384,106
-5.5%
2,933
-0.2%
0.03%
-6.1%
Q2 2023$406,561
-0.8%
2,938
-3.9%
0.03%
-5.7%
Q1 2023$409,987
-21.6%
3,058
-20.9%
0.04%
-23.9%
Q4 2022$522,882
+45.2%
3,866
+30.7%
0.05%
+31.4%
Q3 2022$360,000
-5.0%
2,957
+1.0%
0.04%
-5.4%
Q2 2022$379,000
-15.2%
2,928
-2.0%
0.04%
-2.6%
Q1 2022$447,000
-8.8%
2,987
-8.3%
0.04%
-9.5%
Q4 2021$490,000
+7.7%
3,2580.0%0.04%
-2.3%
Q3 2021$455,000
+13.2%
3,258
+13.9%
0.04%
+10.3%
Q2 2021$402,000
+4.1%
2,8600.0%0.04%
-2.5%
Q1 2021$386,000
+25.3%
2,860
+10.6%
0.04%
+11.1%
Q4 2020$308,000
+16.2%
2,586
-1.1%
0.04%0.0%
Q3 2020$265,000
+8.6%
2,614
+2.3%
0.04%
-2.7%
Q2 2020$244,000
+18.4%
2,554
+0.7%
0.04%
-11.9%
Q1 2020$206,000
-22.6%
2,537
+13.6%
0.04%
-4.5%
Q4 2019$266,000–2,233–0.04%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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