Total Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,644,429
-1.7%
142,367
+3.8%
3.81%
-3.5%
Q2 2023$18,973,050
+8.8%
137,108
+5.4%
3.95%
+2.7%
Q1 2023$17,442,079
+6.8%
130,097
+7.7%
3.85%
-4.9%
Q4 2022$16,331,042
+7.2%
120,756
-3.4%
4.05%
-6.5%
Q3 2022$15,229,000
+4.6%
125,064
+11.3%
4.32%
+2.6%
Q2 2022$14,559,000
-10.0%
112,411
+4.0%
4.21%
-3.6%
Q1 2022$16,183,000
+210.8%
108,126
+124.0%
4.37%
+35.9%
Q4 2021$5,207,000
-61.1%
48,264
-49.7%
3.22%
-33.7%
Q3 2021$13,386,000
+5.9%
95,880
+6.5%
4.86%
-2.1%
Q2 2021$12,644,000
+5.5%
89,990
+1.3%
4.96%
-2.4%
Q1 2021$11,980,000
+18.0%
88,828
+4.1%
5.08%
+8.2%
Q4 2020$10,155,000
+19.7%
85,365
+2.0%
4.69%
+6.6%
Q3 2020$8,486,000
+6.9%
83,717
+1.0%
4.40%
+0.2%
Q2 2020$7,935,000
+21.5%
82,916
+3.2%
4.40%
+3.5%
Q1 2020$6,530,000
+16.8%
80,335
+71.2%
4.25%
+42.4%
Q4 2019$5,592,000
+4.8%
46,918
-0.6%
2.98%
-1.6%
Q3 2019$5,334,000
-0.5%
47,202
-1.9%
3.03%
-4.3%
Q2 2019$5,359,000
+2.9%
48,133
-0.3%
3.17%
-1.6%
Q1 2019$5,207,000
+10.5%
48,264
-2.4%
3.22%
-1.3%
Q4 2018$4,713,00049,4763.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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