Geneos Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,004,286
-4.2%
68,756
+1.2%
0.46%
-5.9%
Q2 2023$9,403,890
-9.2%
67,957
-12.0%
0.49%
-21.6%
Q1 2023$10,355,031
+594.8%
77,236
+600.9%
0.63%
+598.9%
Q4 2022$1,490,345
+508.3%
11,020
+446.9%
0.09%
+429.4%
Q3 2022$245,000
-10.9%
2,015
-4.2%
0.02%
+21.4%
Q2 2022$275,000
-34.7%
2,103
-25.3%
0.01%
-22.2%
Q1 2022$421,000
-18.9%
2,816
-18.4%
0.02%
-10.0%
Q4 2021$519,000
+21.3%
3,453
+14.1%
0.02%
+25.0%
Q3 2021$428,000
-2.7%
3,027
-2.5%
0.02%
-5.9%
Q2 2021$440,000
-71.5%
3,106
-71.7%
0.02%
-60.5%
Q1 2021$1,545,000
+853.7%
10,962
+21.8%
0.04%
+514.3%
Q4 2020$162,000
+42.1%
8,998
+681.8%
0.01%
+16.7%
Q3 2020$114,000
+8.6%
1,151
+0.5%
0.01%0.0%
Q2 2020$105,000
+4.0%
1,145
-8.2%
0.01%
-14.3%
Q1 2020$101,000
-24.1%
1,247
+11.5%
0.01%0.0%
Q4 2019$133,000
+22.0%
1,118
+14.9%
0.01%0.0%
Q3 2019$109,000
+11.2%
973
+9.7%
0.01%
+16.7%
Q2 2019$98,000
+15.3%
887
+12.3%
0.01%0.0%
Q1 2019$85,000
+18.1%
790
+3.7%
0.01%
+20.0%
Q4 2018$72,000
-2.7%
762
+16.5%
0.01%0.0%
Q3 2018$74,000
+155.2%
654
+147.7%
0.01%
+150.0%
Q2 2018$29,000
-49.1%
264
-50.1%
0.00%
-60.0%
Q1 2018$57,000
-10.9%
529
-8.8%
0.01%
-16.7%
Q4 2017$64,000
+2033.3%
580
+1771.0%
0.01%
Q3 2017$3,000
-96.6%
31
-96.9%
0.00%
-100.0%
Q1 2016$88,0001,0130.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders