WealthOne, 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
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$254,366
-7.8%
1,897
-7.0%
0.10%
-11.6%
Q4 2022$275,925
+10.4%
2,040
-0.7%
0.11%
+3.7%
Q3 2022$250,000
-11.7%
2,055
-6.1%
0.11%
-6.9%
Q2 2022$283,000
-15.0%
2,188
-1.8%
0.12%
-0.9%
Q1 2022$333,000
-22.0%
2,227
-27.2%
0.12%
-26.9%
Q3 2021$427,000
+2.6%
3,061
+3.5%
0.16%
-1.8%
Q2 2021$416,000
+59.4%
2,958
+52.7%
0.16%
+45.5%
Q1 2021$261,000
+3.2%
1,937
-8.8%
0.11%
-8.2%
Q4 2020$253,000
+5.9%
2,123
-10.1%
0.12%
-9.6%
Q3 2020$239,000
-13.1%
2,361
-17.7%
0.14%
-20.1%
Q2 2020$275,000
+4483.3%
2,870
+4455.6%
0.17%
+3280.0%
Q4 2018$6,000630.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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