Opes Wealth Management 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
Opes Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,911,796
-6.9%
45,142
-1.6%
1.64%
-9.0%
Q2 2023$6,346,937
+9.4%
45,866
+6.0%
1.80%
-3.8%
Q1 2023$5,802,013
-2.3%
43,276
-1.5%
1.87%
-13.3%
Q4 2022$5,941,499
+14.0%
43,933
+2.7%
2.16%
+3.6%
Q3 2022$5,210,000
-4.6%
42,787
+1.5%
2.08%
-4.7%
Q2 2022$5,459,000
-14.2%
42,147
-0.9%
2.18%
+5.5%
Q1 2022$6,364,000
+1.1%
42,517
+1.6%
2.07%
+6.0%
Q4 2021$6,293,000
+9.3%
41,864
+1.5%
1.96%
-4.0%
Q3 2021$5,757,000
+0.6%
41,239
+1.3%
2.04%
-3.8%
Q2 2021$5,720,000
+2.6%
40,713
-1.5%
2.12%
-2.7%
Q1 2021$5,575,000
+45.6%
41,335
+28.4%
2.18%
+17.8%
Q4 2020$3,830,000
+118.0%
32,194
+85.8%
1.85%
+120.0%
Q3 2020$1,757,000
+11.1%
17,331
+4.9%
0.84%
+4.1%
Q2 2020$1,581,000
+92.6%
16,520
+63.5%
0.81%
+30.4%
Q1 2020$821,000
-18.1%
10,101
+20.2%
0.62%
+0.7%
Q4 2019$1,002,000
+167.9%
8,404
+154.1%
0.61%
+148.6%
Q3 2019$374,000
-3.1%
3,307
-4.7%
0.25%
-6.4%
Q2 2019$386,000
+3.2%
3,4710.0%0.26%
-3.3%
Q1 2019$374,0003,4710.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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