Gladstone Institutional Advisory LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 499 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.5%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$775,317
-4.4%
5,154
-0.9%
0.04%
-11.1%
Q1 2024$811,200
+4.1%
5,203
-3.2%
0.04%
+2.3%
Q4 2023$779,265
+20.3%
5,374
+8.7%
0.04%
+4.8%
Q3 2023$647,592
-3.1%
4,945
+2.4%
0.04%
+2.4%
Q2 2023$668,124
+1.1%
4,828
-2.0%
0.04%
-4.7%
Q1 2023$660,549
+0.1%
4,927
+1.0%
0.04%
-8.5%
Q4 2022$659,820
+114851.2%
4,879
+3.5%
0.05%
+4.4%
Q3 2022$574
-25.5%
4,713
-20.8%
0.04%
-26.2%
Q2 2022$770
-21.9%
5,948
-9.7%
0.06%
-9.0%
Q1 2022$986
+48.0%
6,588
+48.8%
0.07%
+28.8%
Q4 2021$666
+19.1%
4,427
+10.6%
0.05%
-5.5%
Q3 2021$559
+11.1%
4,001
+11.7%
0.06%
-8.3%
Q2 2021$503
+7.0%
3,583
+2.8%
0.06%
-17.8%
Q1 2021$470
+29.5%
3,487
+14.3%
0.07%
+1.4%
Q4 2020$363
+11.3%
3,050
-5.2%
0.07%
-7.7%
Q3 2020$326
-99.9%
3,216
+6.3%
0.08%
+5.4%
Q2 2020$289,000
+4.7%
3,024
-11.0%
0.07%
+4.2%
Q1 2020$276,000
-61.4%
3,398
-43.3%
0.07%
-59.4%
Q4 2019$715,000
-1.7%
5,997
-6.8%
0.18%
-5.4%
Q3 2019$727,000
-5.1%
6,436
-6.5%
0.18%
-20.6%
Q2 2019$766,000
-2.8%
6,883
-5.8%
0.23%
-19.4%
Q1 2019$788,000
+10.5%
7,304
-2.4%
0.29%
-30.4%
Q4 2018$713,0007,4820.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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