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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 3,653 | 0.0% | 0.06% | -9.8% |
Q4 2022 | $494,032 | +18.8% | 3,653 | +6.8% | 0.06% | +7.0% |
Q3 2022 | $416,000 | -6.1% | 3,419 | 0.0% | 0.06% | -1.7% |
Q2 2022 | $443,000 | -13.5% | 3,419 | 0.0% | 0.06% | +1.8% |
Q1 2022 | $512,000 | -0.4% | 3,419 | 0.0% | 0.06% | +3.6% |
Q4 2021 | $514,000 | +7.8% | 3,419 | 0.0% | 0.06% | -12.7% |
Q3 2021 | $477,000 | -0.6% | 3,419 | 0.0% | 0.06% | -18.2% |
Q2 2021 | $480,000 | – | 3,419 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
COLUMBIA ADVISORY PARTNERS LLC | 101,837 | $15,242,000 | 15.29% |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 892,916 | $133,643,000 | 13.41% |
Dougherty Wealth Advisers LLC | 58,270 | $8,721,000 | 13.16% |
Eagle Strategies LLC | 180,949 | $27,083,000 | 10.58% |
Waverly Advisors, LLC | 815,938 | $122,121,000 | 10.33% |
BHK Investment Advisors, LLC | 154,596 | $23,138,000 | 9.68% |
Amtrust Financial Services, Inc. | 147,000 | $22,001,000 | 8.04% |
Trust Co | 273,567 | $40,944,000 | 7.99% |
INSPIRION WEALTH ADVISORS, LLC | 245,248 | $36,706,000 | 7.51% |
Marotta Asset Management | 214,445 | $32,095,983,000 | 7.46% |