BAKER TILLY WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$489,528
-6.6%
3,738
-1.3%
0.08%
+47.3%
Q2 2023$524,322
+7.1%
3,789
+3.7%
0.06%0.0%
Q1 2023$489,758
-0.9%
3,6530.0%0.06%
-9.8%
Q4 2022$494,032
+18.8%
3,653
+6.8%
0.06%
+7.0%
Q3 2022$416,000
-6.1%
3,4190.0%0.06%
-1.7%
Q2 2022$443,000
-13.5%
3,4190.0%0.06%
+1.8%
Q1 2022$512,000
-0.4%
3,4190.0%0.06%
+3.6%
Q4 2021$514,000
+7.8%
3,4190.0%0.06%
-12.7%
Q3 2021$477,000
-0.6%
3,4190.0%0.06%
-18.2%
Q2 2021$480,0003,4190.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 101,837$15,242,00015.29%
STEPHENS GROUP ASSET MANAGEMENT, LLC 892,916$133,643,00013.41%
Dougherty Wealth Advisers LLC 58,270$8,721,00013.16%
Eagle Strategies LLC 180,949$27,083,00010.58%
Waverly Advisors, LLC 815,938$122,121,00010.33%
BHK Investment Advisors, LLC 154,596$23,138,0009.68%
Amtrust Financial Services, Inc. 147,000$22,001,0008.04%
Trust Co 273,567$40,944,0007.99%
INSPIRION WEALTH ADVISORS, LLC 245,248$36,706,0007.51%
Marotta Asset Management 214,445$32,095,983,0007.46%
View complete list of VANGUARD INDEX FDS shareholders