Marcum Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 815 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$568,441
+3.2%
3,779
+7.0%
0.06%
+1.8%
Q1 2024$550,639
+7.6%
3,532
+0.1%
0.06%
+3.7%
Q4 2023$511,563
+11.0%
3,528
+0.3%
0.05%
-1.8%
Q3 2023$460,688
-5.8%
3,518
-0.4%
0.06%
-3.5%
Q2 2023$488,866
-24.0%
3,533
-26.3%
0.06%
-28.8%
Q1 2023$642,904
-3.7%
4,795
-2.9%
0.08%
-10.1%
Q4 2022$667,944
-5.9%
4,939
-15.3%
0.09%
-17.6%
Q3 2022$710,000
-24.3%
5,832
-19.4%
0.11%
-22.9%
Q2 2022$938,000
-18.2%
7,239
-5.4%
0.14%
-11.4%
Q1 2022$1,146,000
-8.2%
7,656
-7.8%
0.16%
-9.2%
Q4 2021$1,248,000
-11.4%
8,300
-17.7%
0.17%
-21.3%
Q3 2021$1,408,000
-14.5%
10,086
-13.9%
0.22%
-17.2%
Q2 2021$1,646,000
-16.2%
11,713
-19.6%
0.27%
-17.6%
Q1 2021$1,965,000
+0.2%
14,570
-11.7%
0.32%
-29.6%
Q4 2020$1,962,000
-10.9%
16,496
-24.0%
0.46%
-31.9%
Q3 2020$2,201,000
+7.6%
21,716
+1.6%
0.68%
+7.3%
Q2 2020$2,046,00021,3770.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 381,655$32,403,00017.52%
Arrow Investment Advisors, LLC 639,200$54,268,0009.82%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 26,399$2,241,0007.94%
Dorsey Wright & Associates 639,200$54,268,0007.59%
Cranbrook Wealth Management, LLC 114,816$9,748,0006.55%
IBBOTSON ASSOCIATES INC 64,346$5,463,0006.11%
CONDOR CAPITAL MANAGEMENT 247,808$21,039,0005.85%
Avior Wealth Management, LLC 70,346$5,972,0005.08%
SVA Wealth Management, LLC 114,737$9,741,0004.15%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,879,500$159,570,0003.88%
View complete list of VANGUARD INDEX FDS shareholders