Concord Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$214,465
-1.6%
1,638
+4.0%
0.05%
-2.1%
Q2 2023$218,017
+3.8%
1,575
+0.5%
0.05%
-21.7%
Q1 2023$210,106
+7.7%
1,567
+8.7%
0.06%
+1.7%
Q4 2022$195,044
+12.1%
1,442
+7.4%
0.06%
+22.9%
Q2 2022$174,000
-13.0%
1,343
+0.4%
0.05%
-7.7%
Q1 2022$200,000
-2.4%
1,337
-2.1%
0.05%
+4.0%
Q4 2021$205,000
+20400.0%
1,366
+16975.0%
0.05%
Q1 2021$1,00080.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders