Wellspring Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 897 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,457,611
-17.9%
787,723
-0.2%
0.20%
-29.5%
Q1 2024$1,775,868
-34.4%
789,607
-0.9%
0.28%
-58.3%
Q4 2023$2,706,938
-1.9%
796,506
-0.2%
0.67%
-16.5%
Q3 2023$2,759,583
-3.8%
798,331
+0.0%
0.81%
-0.6%
Q2 2023$2,869,809
-28.3%
798,319
-1.1%
0.81%
-31.6%
Q1 2023$4,004,321
-0.6%
807,265
+0.0%
1.19%
-11.3%
Q4 2022$4,028,930
+6.1%
807,239
-0.1%
1.34%
-4.5%
Q3 2022$3,799,000
-4.7%
808,007
+0.0%
1.40%
+1.1%
Q2 2022$3,985,000
-39.9%
807,961
-1.7%
1.39%
-29.0%
Q1 2022$6,633,000
-27.8%
822,327
-2.0%
1.96%
-23.7%
Q4 2021$9,190,000
+6.3%
839,165
+62.5%
2.56%
-1.7%
Q3 2021$8,645,000
+5.7%
516,547
+787.2%
2.60%
+1.2%
Q2 2021$8,180,000
+629.7%
58,221
+322.1%
2.57%
+375.4%
Q1 2021$1,121,000
-82.2%
13,793
-74.0%
0.54%
-75.4%
Q4 2020$6,300,000
+0.0%
52,960
-14.8%
2.20%
-10.9%
Q3 2020$6,298,000
+5.3%
62,126
-0.6%
2.47%0.0%
Q2 2020$5,980,000
+433.5%
62,491
+353.1%
2.47%
+356.2%
Q1 2020$1,121,00013,7930.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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