Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 505 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,422,357
-6.6%
10,861
-1.3%
0.63%
-3.4%
Q2 2023$1,522,318
+3.0%
11,001
-0.2%
0.66%
-4.2%
Q1 2023$1,478,256
-1.2%
11,026
-0.3%
0.68%
-8.4%
Q4 2022$1,496,295
+9.3%
11,064
-1.6%
0.75%
-0.5%
Q3 2022$1,369,000
-1.7%
11,240
+4.6%
0.75%
+4.2%
Q2 2022$1,392,000
-14.3%
10,750
-0.9%
0.72%
-0.3%
Q1 2022$1,624,000
-0.4%
10,8500.0%0.72%
+2.0%
Q4 2021$1,631,000
+7.9%
10,850
+0.3%
0.71%
-1.7%
Q3 2021$1,511,000
-1.8%
10,820
-1.1%
0.72%
-2.6%
Q2 2021$1,538,000
+4.2%
10,9450.0%0.74%
-4.9%
Q1 2021$1,476,000
+13.4%
10,9450.0%0.78%
+7.3%
Q4 2020$1,302,000
+8.9%
10,945
-7.2%
0.72%
-5.0%
Q3 2020$1,196,000
+30.7%
11,796
+23.3%
0.76%
+20.9%
Q2 2020$915,000
+17.9%
9,564
+0.2%
0.63%
-8.7%
Q1 2020$776,000
-26.4%
9,548
+7.9%
0.69%
-9.3%
Q4 2019$1,055,000
+5.6%
8,853
+0.2%
0.76%
-4.3%
Q3 2019$999,000
+1.5%
8,838
+0.0%
0.80%
-1.6%
Q2 2019$984,000
-6.1%
8,835
-9.1%
0.81%
-8.1%
Q1 2019$1,048,000
+14.0%
9,715
+0.7%
0.88%
+0.2%
Q4 2018$919,000
+73.1%
9,650
+105.5%
0.88%
+99.1%
Q3 2018$531,000
+2.3%
4,6950.0%0.44%
-9.4%
Q2 2018$519,000
+1.0%
4,6950.0%0.49%
-0.4%
Q1 2018$514,000
+46.9%
4,695
+49.6%
0.49%
+42.6%
Q4 2017$350,0003,1380.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders