Valeo Financial Advisors, LLC - 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
Valeo Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$232,008
-35.4%
1,772
-33.2%
0.01%
-45.0%
Q4 2022$358,870
+45.9%
2,654
+61.7%
0.02%
+53.8%
Q1 2022$246,000
+15.0%
1,641
+15.4%
0.01%
+8.3%
Q4 2021$214,000
+146.0%
1,422
+121.2%
0.01%
+200.0%
Q1 2021$87,000
+8.8%
643
-4.2%
0.00%0.0%
Q4 2020$80,000
+40.4%
671
+19.4%
0.00%
-20.0%
Q3 2020$57,000
+3.6%
562
-2.6%
0.01%0.0%
Q2 2020$55,000
-78.1%
577
-79.6%
0.01%
-81.5%
Q1 2020$251,000
+23.0%
2,826
+64.8%
0.03%
+35.0%
Q4 2019$204,000
+5.2%
1,715
-0.3%
0.02%
-4.8%
Q3 2019$194,000
+3.2%
1,721
+1.9%
0.02%
-4.5%
Q2 2019$188,000
+5.6%
1,689
+2.2%
0.02%0.0%
Q1 2019$178,000
+40.2%
1,652
+23.6%
0.02%
+22.2%
Q4 2018$127,000
-9.9%
1,337
-1.1%
0.02%
-5.3%
Q3 2018$141,000
+104.3%
1,352
+121.6%
0.02%
+90.0%
Q2 2018$69,000
+3.0%
610
+0.3%
0.01%
-9.1%
Q1 2018$67,000
+71.8%
608
+75.2%
0.01%
+83.3%
Q4 2017$39,000
+5.4%
3470.0%0.01%
-25.0%
Q3 2017$37,0003470.01%
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