Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 708 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$75,079
-25.8%
560
-25.1%
0.04%
-22.2%
Q4 2022$101,160
-48.4%
748
-53.5%
0.05%
-43.8%
Q3 2022$196,000
-23.1%
1,608
-18.3%
0.10%
-3.0%
Q2 2022$255,000
-53.8%
1,968
-46.6%
0.10%
-52.6%
Q1 2022$552,000
-0.4%
3,6860.0%0.21%
-6.7%
Q4 2021$554,000
+10.6%
3,686
+2.8%
0.22%
-1.3%
Q3 2021$501,000
+7.5%
3,585
+8.1%
0.23%
+0.9%
Q2 2021$466,000
+4.3%
3,3150.0%0.22%
-13.1%
Q1 2021$447,000
+14.9%
3,315
+1.5%
0.26%
+5.3%
Q4 2020$389,0003,2660.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders