AJ WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$301,929
-22.8%
2,182
-25.2%
0.02%
-25.0%
Q1 2023$391,251
+99202.3%
2,918
+0.1%
0.02%
-4.8%
Q4 2022$394
-99.8%
2,916
+16.8%
0.02%
-25.0%
Q1 2020$203,000
-31.6%
2,497
+0.2%
0.03%
-20.0%
Q4 2019$297,000
+5.7%
2,493
+0.1%
0.04%
-5.4%
Q3 2019$281,000
+1.4%
2,490
+0.2%
0.04%
-9.8%
Q2 2019$277,000
-27.7%
2,486
-30.1%
0.04%
-34.9%
Q1 2019$383,000
-2.3%
3,554
-13.7%
0.06%
-17.1%
Q4 2018$392,000
-35.9%
4,117
-24.0%
0.08%
-32.7%
Q3 2018$612,000
+0.7%
5,415
-1.6%
0.11%
-9.6%
Q2 2018$608,000
-11.6%
5,502
-12.6%
0.12%
-23.8%
Q1 2018$688,000
-1.9%
6,293
+0.1%
0.16%
-6.3%
Q4 2017$701,000
+5.7%
6,285
+0.2%
0.18%
-18.6%
Q3 2017$663,000
+2.8%
6,275
+0.1%
0.22%
-12.2%
Q2 2017$645,000
-3.9%
6,267
-4.8%
0.24%
-16.1%
Q1 2017$671,000
+136.3%
6,584
+125.5%
0.29%
+98.6%
Q4 2016$284,0002,9200.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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