AE 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
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,770,531
+1.8%
89,879
+7.5%
0.07%0.0%
Q2 2023$11,565,093
+10.7%
83,575
+7.2%
0.07%
+4.5%
Q1 2023$10,450,144
-1.3%
77,945
-0.4%
0.07%
-13.0%
Q4 2022$10,588,351
+1.1%
78,293
-8.9%
0.08%
-7.2%
Q3 2022$10,469,000
-56.5%
85,972
-53.7%
0.08%
-56.8%
Q2 2022$24,060,000
-11.6%
185,766
+2.2%
0.19%
+2.7%
Q1 2022$27,216,000
+172.7%
181,842
+173.9%
0.19%
+167.1%
Q4 2021$9,982,000
+17.1%
66,398
+8.8%
0.07%0.0%
Q3 2021$8,522,000
-1.0%
61,044
-0.3%
0.07%
-6.7%
Q2 2021$8,605,000
+18.7%
61,245
+14.0%
0.08%
+2.7%
Q1 2021$7,248,000
+19.4%
53,744
+5.3%
0.07%
+5.8%
Q4 2020$6,072,000
+20.5%
51,041
+2.7%
0.07%
-4.2%
Q3 2020$5,037,000
+10.7%
49,692
+4.5%
0.07%
+2.9%
Q2 2020$4,552,000
+57.7%
47,563
+33.9%
0.07%
+6.1%
Q1 2020$2,887,000
-57.9%
35,520
-38.2%
0.07%
-55.7%
Q4 2019$6,855,000
+53.3%
57,511
+45.3%
0.15%
+15.5%
Q3 2019$4,473,000
+91.0%
39,584
+88.2%
0.13%
+84.3%
Q2 2019$2,342,000
+234.6%
21,037
+224.4%
0.07%
+42.9%
Q1 2019$700,000
+167.2%
6,485
+135.4%
0.05%
+8.9%
Q4 2018$262,000
-72.0%
2,755
-66.7%
0.04%
-13.5%
Q3 2018$937,000
+26.8%
8,283
+23.8%
0.05%
+4.0%
Q2 2018$739,000
+111.1%
6,689
+109.0%
0.05%
+85.2%
Q1 2018$350,000
+25.9%
3,201
+28.3%
0.03%
+8.0%
Q4 2017$278,000
+2.2%
2,495
-2.9%
0.02%0.0%
Q3 2017$272,0002,5700.02%
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