Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 897 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
Dougherty Wealth Advisers LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$10,055,493
-4.0%
66,845
-0.5%
8.79%
-5.2%
Q1 2024$10,473,254
+7.4%
67,175
-0.1%
9.27%
+3.4%
Q4 2023$9,752,358
+18.1%
67,253
+6.7%
8.96%
-6.3%
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 Q2 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders