Marotta Asset Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 868 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
Marotta Asset Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$35,549,417
-5.4%
238,555
-1.0%
7.35%
-5.4%
Q1 2024$37,572,855
+5.7%
240,991
-1.7%
7.77%
+1.8%
Q4 2023$35,560,572
+9.6%
245,228
-1.1%
7.64%
+1.7%
Q3 2023$32,457,520
-8.9%
247,843
-3.7%
7.51%
-5.5%
Q2 2023$35,616,660
+8.2%
257,383
+5.8%
7.94%
+0.3%
Q4 2022$32,904,703
-99.9%
243,306
+1.0%
7.92%
+3.4%
Q3 2022$29,325,382,000
-3.5%
240,826
+4.0%
7.65%
+2.3%
Q2 2022$30,378,433,000
-5.4%
231,490
+7.9%
7.48%
+0.2%
Q1 2022$32,095,983,000
+3.3%
214,445
+3.7%
7.46%
+6.0%
Q4 2021$31,076,518,000
+8.8%
206,722
+1.1%
7.04%
+2.1%
Q3 2021$28,554,852,000
+3.3%
204,533
+4.9%
6.90%
+4.1%
Q2 2021$27,632,532,000
+4.3%
194,911
+0.2%
6.63%
-2.2%
Q1 2021$26,504,753,000
+11.8%
194,616
-2.3%
6.78%
+8.4%
Q4 2020$23,703,970,000
+23.4%
199,260
+5.1%
6.25%
+7.2%
Q3 2020$19,213,873,000
+12.1%
189,542
+5.8%
5.83%
+6.1%
Q2 2020$17,142,358,000
+48.2%
179,126
+19.1%
5.50%
+23.5%
Q1 2020$11,564,213,000
-33.2%
150,419
+2.5%
4.45%
-16.1%
Q4 2019$17,322,400,000146,8005.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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