Beacon Financial Advisory LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$462,941
-7.9%
3,275
-3.2%
0.26%
-11.1%
Q2 2023$502,492
+4.7%
3,385
+1.7%
0.29%
-5.6%
Q1 2023$480,115
+0.7%
3,327
+1.6%
0.30%
-10.6%
Q4 2022$476,741
+29.9%
3,273
+19.7%
0.34%
+30.2%
Q3 2022$367,000
-24.0%
2,734
-26.7%
0.26%
-4.7%
Q2 2022$483,000
+0.6%
3,729
+16.2%
0.28%
+20.1%
Q1 2022$480,000
+12.4%
3,208
+13.0%
0.23%
+16.2%
Q4 2021$427,000
+7.8%
2,839
+0.0%
0.20%
-4.4%
Q3 2021$396,000
-1.2%
2,838
-0.7%
0.21%
-4.2%
Q2 2021$401,000
+5.2%
2,857
+1.1%
0.22%
-1.4%
Q1 2021$381,000
-11.0%
2,826
-21.5%
0.22%
-21.6%
Q4 2020$428,000
+20.6%
3,602
+2.7%
0.28%
-10.0%
Q3 2020$355,000
-3.0%
3,506
-8.5%
0.31%
-22.4%
Q2 2020$366,000
+13.0%
3,833
-3.8%
0.40%
-3.4%
Q1 2020$324,000
-35.1%
3,986
-4.9%
0.41%
-3.5%
Q4 2019$499,000–4,190–0.43%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q2 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