Legacy Wealth Planning, 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
Legacy Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$1,507,000
-7.3%
12,379
-1.4%
2.49%
+7.0%
Q2 2022$1,625,000
-13.8%
12,550
-0.3%
2.33%
+5.0%
Q1 2022$1,885,000
+8.5%
12,593
+8.9%
2.22%
+12.0%
Q4 2021$1,738,000
+14.9%
11,562
+6.7%
1.98%
+16.9%
Q3 2021$1,513,000
-0.4%
10,835
+0.2%
1.70%
-2.0%
Q2 2021$1,519,000
+6.9%
10,814
+2.6%
1.73%
-4.6%
Q1 2021$1,421,000
+20.2%
10,535
+6.0%
1.81%
+19.6%
Q4 2020$1,182,000
+21.7%
9,934
+3.7%
1.52%
+36.6%
Q3 2020$971,000
+4.7%
9,579
-1.1%
1.11%
+0.5%
Q2 2020$927,000
+19.2%
9,685
+1.2%
1.10%
-11.4%
Q1 2020$778,000
-31.5%
9,568
+0.5%
1.25%
-3.0%
Q4 2019$1,135,0009,5191.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders