Wellspring Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q3 2023
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