Kingsview Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$974,258
+32.5%
7,439
+40.0%
0.04%
+20.7%
Q2 2023$735,045
+37.6%
5,312
+33.4%
0.03%
+31.8%
Q1 2023$534,001
-18.9%
3,983
-18.2%
0.02%
-24.1%
Q4 2022$658,484
+13.3%
4,869
+2.0%
0.03%
+3.6%
Q3 2022$581,000
-3.2%
4,772
+3.0%
0.03%
-3.4%
Q2 2022$600,000
+31.0%
4,635
+52.0%
0.03%
+52.6%
Q4 2021$458,000
+24.8%
3,050
+16.1%
0.02%
+11.8%
Q3 2021$367,000
-17.3%
2,628
-16.1%
0.02%
-22.7%
Q2 2021$444,000
+4.0%
3,133
-0.1%
0.02%
-8.3%
Q1 2021$427,000
-56.6%
3,135
-62.1%
0.02%
-66.2%
Q4 2020$983,000
+186.6%
8,264
+187.2%
0.07%
+65.1%
Q4 2019$343,000
-3.7%
2,877
-8.7%
0.04%
-23.2%
Q3 2019$356,000
+26.7%
3,152
+24.7%
0.06%
+19.1%
Q2 2019$281,000
-52.8%
2,527
-54.2%
0.05%
-47.8%
Q1 2019$595,000
+14.0%
5,517
+0.6%
0.09%
-21.1%
Q4 2018$522,000
-18.6%
5,483
-3.2%
0.11%
-12.3%
Q3 2018$641,000
+6.0%
5,667
+3.4%
0.13%
-9.7%
Q2 2018$605,000
-4.9%
5,481
-5.8%
0.14%
-8.9%
Q1 2018$636,000
-10.3%
5,817
-8.5%
0.16%
-37.5%
Q4 2017$709,000
+14.5%
6,359
+8.6%
0.25%
-7.0%
Q3 2017$619,000
-7.1%
5,856
-9.6%
0.27%
-20.7%
Q2 2017$666,000
-2.2%
6,475
-3.1%
0.34%
-15.1%
Q1 2017$681,0006,6810.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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