9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$941,340
-13.3%
7,188
-8.4%
0.18%
-10.3%
Q2 2023$1,085,868
-5.5%
7,847
-8.4%
0.20%
-12.1%
Q1 2023$1,148,578
-29.5%
8,567
-28.9%
0.23%
-34.3%
Q4 2022$1,629,101
+50.3%
12,046
+35.4%
0.35%
+27.4%
Q3 2022$1,084,000
-10.7%
8,899
-5.0%
0.28%
-10.9%
Q2 2022$1,214,000
-13.6%
9,370
-0.2%
0.31%
-4.6%
Q1 2022$1,405,000
-6.0%
9,385
-5.7%
0.33%
-5.0%
Q4 2021$1,495,000
+81.7%
9,948
+68.8%
0.34%
+55.9%
Q3 2021$823,000
+2.1%
5,892
+2.6%
0.22%
+1.4%
Q2 2021$806,000
+4.3%
5,740
+0.1%
0.22%
-6.5%
Q1 2021$773,000
+25.7%
5,735
+10.9%
0.23%
+16.0%
Q4 2020$615,000
+16.7%
5,1710.0%0.20%
+0.5%
Q3 2020$527,000
-2.9%
5,171
-8.8%
0.20%
-9.5%
Q2 2020$543,000
+5.8%
5,6710.0%0.22%
-2.7%
Q1 2020$513,000
-34.5%
5,671
-13.7%
0.23%
-21.3%
Q4 2019$783,0006,5710.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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