Falcon Wealth Planning - 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
Falcon Wealth Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,447,466
+1.4%
201,951
+7.2%
5.74%
-1.3%
Q2 2023$26,079,301
+11.5%
188,461
+8.0%
5.81%
-0.5%
Q1 2023$23,394,312
+8.8%
174,493
+9.7%
5.84%
-5.3%
Q4 2022$21,502,631
+24.7%
158,996
+12.3%
6.16%
+7.9%
Q3 2022$17,244,000
+4.9%
141,610
+11.6%
5.71%
+2.2%
Q2 2022$16,439,000
-10.4%
126,925
+3.6%
5.59%
-2.7%
Q1 2022$18,345,000
+11.3%
122,573
+11.8%
5.74%
+6.5%
Q4 2021$16,479,000
+15.9%
109,621
+7.6%
5.39%
-0.3%
Q3 2021$14,222,000
+14.3%
101,871
+15.0%
5.41%
+1.7%
Q2 2021$12,443,000
+9.0%
88,560
+4.6%
5.32%
-4.7%
Q1 2021$11,417,000
+19.3%
84,649
+5.2%
5.58%
+4.0%
Q4 2020$9,570,00080,4485.36%
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