Connecticut Wealth Management, LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$610,274
+5.1%
4,660
+11.0%
0.04%
+5.0%
Q2 2023$580,781
-0.8%
4,197
-3.9%
0.04%
-9.1%
Q1 2023$585,350
+10.6%
4,366
+11.5%
0.04%
-2.2%
Q4 2022$529,465
+17.7%
3,915
+5.9%
0.04%
+7.1%
Q3 2022$450,000
-6.1%
3,6970.0%0.04%0.0%
Q2 2022$479,000
-20.6%
3,697
-8.3%
0.04%
-8.7%
Q1 2022$603,000
-0.5%
4,0300.0%0.05%
-2.1%
Q4 2021$606,000
+7.6%
4,0300.0%0.05%
-4.1%
Q3 2021$563,000
-0.5%
4,0300.0%0.05%
-2.0%
Q2 2021$566,000
+18.2%
4,0300.0%0.05%
-2.0%
Q4 2020$479,000
+17.1%
4,030
-0.1%
0.05%
+13.3%
Q3 2020$409,000
+6.0%
4,035
+0.1%
0.04%
-6.2%
Q2 2020$386,000
+5.8%
4,030
-10.1%
0.05%
-12.7%
Q1 2020$365,000
-31.8%
4,4850.0%0.06%
-6.8%
Q4 2019$535,000
+5.5%
4,4850.0%0.06%
-6.3%
Q3 2019$507,000
-1.0%
4,485
-2.5%
0.06%0.0%
Q2 2019$512,000–4,602–0.06%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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