Wells Trecaso Financial Group, 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
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 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