Engrave Wealth Partners 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
Engrave Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,958,381
-4.9%
106,585
+0.5%
4.29%
-7.7%
Q2 2023$14,679,873
+4.6%
106,084
+0.6%
4.65%
-1.7%
Q1 2023$14,029,035
+4.3%
105,481
+9.5%
4.73%
+1.2%
Q4 2022$13,446,956
+14.7%
96,373
+0.1%
4.67%
-14.8%
Q3 2022$11,723,000
-6.7%
96,273
-0.7%
5.48%
-1.5%
Q2 2022$12,559,000
-13.5%
96,969
-0.0%
5.56%
+2.6%
Q1 2022$14,514,000
+9640.9%
96,971
+7626.8%
5.42%
+3690.9%
Q4 2019$149,0001,2550.14%
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