Whitegate Investment Counselors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,244,589
-5.4%
47,683
+0.0%
2.09%
-3.5%
Q2 2023$6,597,913
+2.8%
47,679
-0.4%
2.17%
+4.5%
Q1 2023$6,416,284
+100342.8%
47,858
+1.3%
2.07%
-5.0%
Q4 2022$6,388
-99.9%
47,233
+2.4%
2.18%
+2.4%
Q3 2022$5,617,000
-6.1%
46,125
-0.1%
2.13%
-2.8%
Q2 2022$5,982,000
-13.0%
46,185
+0.5%
2.19%
+3.0%
Q1 2022$6,879,000
+2.3%
45,962
+2.8%
2.13%
+7.5%
Q4 2021$6,723,000
+0.8%
44,723
-6.4%
1.98%
+108.9%
Q3 2021$6,672,000
-0.1%
47,791
+0.5%
0.95%
+0.1%
Q2 2021$6,681,000
+6.3%
47,552
+2.0%
0.95%
-1.3%
Q1 2021$6,285,000
+14.5%
46,603
+1.0%
0.96%
+7.8%
Q4 2020$5,488,000
+16.6%
46,132
-0.6%
0.89%
+3.6%
Q3 2020$4,705,000
+3.0%
46,415
-2.8%
0.86%
-6.1%
Q2 2020$4,570,000
+132.3%
47,748
+97.3%
0.91%
+91.6%
Q1 2020$1,967,000
-32.2%
24,203
-0.6%
0.48%
-9.3%
Q4 2019$2,901,000
+6.3%
24,339
+0.8%
0.53%
-1.7%
Q3 2019$2,728,000
+2.5%
24,145
+1.0%
0.54%0.0%
Q2 2019$2,661,000
+1.6%
23,896
-1.5%
0.54%
-1.3%
Q1 2019$2,618,000
-9.2%
24,267
-19.8%
0.54%
-18.7%
Q4 2018$2,884,000
-15.2%
30,276
+0.7%
0.67%
-3.9%
Q3 2018$3,400,000
+2.6%
30,068
+0.2%
0.69%
+2.5%
Q2 2018$3,313,000
+4.3%
29,994
+3.3%
0.68%0.0%
Q1 2018$3,176,000
-1.1%
29,034
+0.9%
0.68%
+1.0%
Q4 2017$3,211,000
+8.3%
28,777
+2.5%
0.67%
+2.4%
Q3 2017$2,965,000
+2.4%
28,063
-0.3%
0.65%
-0.2%
Q2 2017$2,896,000
+1.8%
28,152
+0.9%
0.66%
-4.1%
Q1 2017$2,845,000
+9.5%
27,913
+4.5%
0.68%
-1.7%
Q4 2016$2,597,000
+4.0%
26,722
+0.2%
0.70%
+2.5%
Q3 2016$2,496,000
+5.3%
26,672
+0.3%
0.68%
+3.0%
Q2 2016$2,370,000
+3.0%
26,602
+0.8%
0.66%
+4.4%
Q1 2014$2,300,00026,3960.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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