LPWM LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 713 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
LPWM LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$3,215,744
-1.7%
21,487
-0.5%
1.11%
-7.7%
Q1 2024$3,272,593
+11.6%
21,597
+6.0%
1.20%
+3.6%
Q4 2023$2,933,269
+19.4%
20,377
+6.8%
1.16%
+5.0%
Q3 2023$2,457,236
-3.2%
19,072
+4.6%
1.10%
-1.3%
Q2 2023$2,537,616
+20.0%
18,230
+15.6%
1.12%
+10.1%
Q1 2023$2,115,088
+6.9%
15,776
+11.9%
1.02%
-4.4%
Q4 2022$1,977,808
+10.7%
14,099
-3.9%
1.06%
-0.1%
Q3 2022$1,787,000
+19.5%
14,678
+28.7%
1.06%
+27.7%
Q2 2022$1,496,000
-11.3%
11,404
+0.5%
0.83%
-0.6%
Q1 2022$1,686,000
+0.4%
11,344
+1.5%
0.84%
-5.8%
Q4 2021$1,680,000
+8.2%
11,173
+1.9%
0.89%
-3.4%
Q3 2021$1,553,000
+0.3%
10,969
+0.1%
0.92%
-0.9%
Q2 2021$1,549,000
+5.4%
10,956
+1.5%
0.93%
-5.9%
Q1 2021$1,470,000
+16.4%
10,794
+1.7%
0.99%
+4.8%
Q4 2020$1,263,000
+16.6%
10,616
-0.3%
0.94%
+7.3%
Q3 2020$1,083,000
+5.4%
10,649
-0.9%
0.88%
-6.3%
Q2 2020$1,028,000
+153.2%
10,743
+115.2%
0.94%
+112.2%
Q1 2020$406,0004,9910.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders