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 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%.

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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 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