Octavia Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
Octavia Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,576,142
-1.0%
88,394
+4.6%
2.34%
-1.2%
Q2 2023$11,692,420
+11.2%
84,495
+7.8%
2.37%
+0.3%
Q1 2023$10,511,332
+25.3%
78,402
+26.4%
2.37%
+14.3%
Q4 2022$8,391,603
+19.9%
62,050
+7.9%
2.07%
+9.4%
Q3 2022$7,000,000
-9.2%
57,485
-3.6%
1.89%
-6.2%
Q2 2022$7,708,000
-12.0%
59,661
+2.0%
2.02%
+3.7%
Q1 2022$8,758,000
+8.7%
58,512
+9.1%
1.95%
+11.8%
Q4 2021$8,060,000
+27.1%
53,617
+18.2%
1.74%
+7.4%
Q3 2021$6,339,000
+8.0%
45,375
+8.6%
1.62%
+4.7%
Q2 2021$5,872,000
+18.7%
41,796
+14.0%
1.55%
+5.2%
Q1 2021$4,946,000
+148.3%
36,670
+119.0%
1.47%
+127.5%
Q4 2020$1,992,00016,7450.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders