Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,258,076
-6.4%
63,058
-1.1%
9.56%
-21.0%
Q2 2023$8,822,694
+4.2%
63,757
+1.0%
12.11%
-5.3%
Q1 2023$8,465,046
-2.9%
63,139
-2.1%
12.79%
-10.7%
Q4 2022$8,718,111
+20.4%
64,464
+8.4%
14.32%
-0.1%
Q3 2022$7,243,000
-5.3%
59,485
+0.7%
14.33%
+0.4%
Q2 2022$7,648,000
-12.3%
59,049
+1.3%
14.27%
+8.4%
Q1 2022$8,721,000
+3.1%
58,270
+3.6%
13.16%
+11.4%
Q4 2021$8,458,000
+11.2%
56,266
+3.2%
11.82%
+4.4%
Q3 2021$7,608,000
-0.6%
54,496
-0.0%
11.32%
+0.1%
Q2 2021$7,657,000
+1.7%
54,498
-2.4%
11.31%
-0.5%
Q1 2021$7,532,000
+13.2%
55,846
-0.1%
11.36%
+8.7%
Q4 2020$6,652,000
+246.3%
55,918
+195.1%
10.45%
+57.6%
Q3 2020$1,921,000
+6.7%
18,949
+0.8%
6.63%
+0.7%
Q2 2020$1,800,000
+5.2%
18,805
-10.7%
6.58%
-3.4%
Q1 2020$1,711,000
-29.1%
21,050
+4.0%
6.81%
-7.6%
Q4 2019$2,412,000
+6.9%
20,234
+1.3%
7.37%
-0.7%
Q3 2019$2,257,000
+9.3%
19,972
+7.7%
7.42%
+27.2%
Q2 2019$2,065,000
+7.3%
18,546
+4.0%
5.83%
-10.6%
Q1 2019$1,924,000
+3.2%
17,838
+0.8%
6.52%
+6.3%
Q4 2018$1,864,00017,7026.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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