Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 892 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$247,758
-14.0%
1,647
-10.9%
0.01%
-13.3%
Q1 2024$288,122
-98.6%
1,848
-98.7%
0.02%
-98.7%
Q4 2023$20,936,219
+12.6%
144,378
+1.7%
1.18%
+2.9%
Q3 2023$18,586,515
-3.7%
141,925
+1.8%
1.15%
-6.1%
Q2 2023$19,292,509
+6.5%
139,417
+3.2%
1.22%
+1.2%
Q1 2023$18,112,670
-35.6%
135,099
-35.0%
1.21%
-38.3%
Q4 2022$28,129,982
+10.9%
208,000
-0.2%
1.96%
-7.6%
Q3 2022$25,371,000
+1.4%
208,348
+7.8%
2.12%
-3.6%
Q2 2022$25,029,000
-12.3%
193,247
+1.4%
2.20%
-10.0%
Q1 2022$28,533,000
-0.9%
190,641
-0.4%
2.44%
-6.1%
Q4 2021$28,778,000
+9.2%
191,434
+1.4%
2.60%
-3.2%
Q3 2021$26,364,000
-35.5%
188,838
-35.1%
2.68%
-39.9%
Q2 2021$40,880,000
-7.8%
290,959
-11.5%
4.47%
-27.7%
Q1 2021$44,338,000
+235.2%
328,749
+195.6%
6.18%
+151.6%
Q4 2020$13,229,000
+23952.7%
111,208
+22141.6%
2.46%
+7571.9%
Q1 2018$55,000
-1.8%
5000.0%0.03%
-11.1%
Q4 2017$56,000
+5.7%
5000.0%0.04%
-7.7%
Q3 2017$53,000
-97.6%
500
-97.7%
0.04%
-97.4%
Q1 2017$2,219,000
+74.7%
21,775
+66.6%
1.48%
+71.6%
Q4 2016$1,270,00013,0670.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders