NICOLET ADVISORY SERVICES, LLC - 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
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$307,316
-8.1%
2,392
-1.4%
0.03%
-8.1%
Q2 2023$334,430
-12.8%
2,427
-16.1%
0.04%
-15.9%
Q1 2023$383,696
-14.1%
2,894
-8.0%
0.04%
-25.4%
Q4 2022$446,514
+78.6%
3,146
+55.3%
0.06%
+43.9%
Q3 2022$250,000
+2.5%
2,026
+9.3%
0.04%
+13.9%
Q2 2022$244,000
-18.7%
1,854
-7.6%
0.04%
-7.7%
Q1 2022$300,000
-0.3%
2,006
+0.1%
0.04%
+5.4%
Q4 2021$301,000
+7.5%
2,004
+0.0%
0.04%
+2.8%
Q3 2021$280,000
-0.4%
2,003
+0.1%
0.04%
-2.7%
Q2 2021$281,000
-21.1%
2,001
-24.2%
0.04%
-26.0%
Q1 2021$356,000
+30.4%
2,641
+15.2%
0.05%
+31.6%
Q4 2020$273,000
+19.7%
2,292
+1.9%
0.04%
+8.6%
Q3 2020$228,000
+6.0%
2,249
+0.2%
0.04%
+6.1%
Q2 2020$215,000
-12.2%
2,245
-25.4%
0.03%
-23.3%
Q1 2020$245,000
-46.6%
3,009
-21.8%
0.04%
-40.3%
Q4 2019$459,000
-84.6%
3,848
-85.4%
0.07%
-84.0%
Q3 2019$2,971,000
+786.9%
26,296
+773.6%
0.45%
+784.3%
Q2 2019$335,000
+3.1%
3,010
+0.0%
0.05%
-7.3%
Q1 2019$325,0003,0090.06%
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