Financial Planning & Information Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 947 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,374,882
-12.2%
42,378
-9.0%
0.97%
-10.7%
Q1 2024$7,262,402
+5.2%
46,581
-2.2%
1.09%
+0.2%
Q4 2023$6,904,503
+1.5%
47,614
-8.3%
1.09%
-14.0%
Q3 2023$6,800,063
-3.3%
51,925
+2.2%
1.27%
-2.4%
Q2 2023$7,030,927
+10.9%
50,809
+7.5%
1.30%
+5.5%
Q1 2023$6,339,055
-3.7%
47,282
-2.8%
1.23%
-11.9%
Q4 2022$6,580,786
+14.1%
48,660
+2.7%
1.40%
-0.1%
Q3 2022$5,769,000
-1.9%
47,378
+4.3%
1.40%
-2.6%
Q2 2022$5,882,000
-15.5%
45,415
-2.4%
1.44%
-7.8%
Q1 2022$6,965,000
+7.4%
46,535
+7.9%
1.56%
-2.5%
Q4 2021$6,484,000
+6.0%
43,130
-1.5%
1.60%
-4.0%
Q3 2021$6,115,000
+2.4%
43,802
+3.0%
1.66%
-5.0%
Q2 2021$5,972,000
+1.7%
42,506
-2.4%
1.75%
-2.7%
Q1 2021$5,872,000
+6.6%
43,541
-6.0%
1.80%
-3.0%
Q4 2020$5,508,000
+15.3%
46,300
-1.7%
1.85%
-0.2%
Q3 2020$4,776,000
+10.5%
47,112
+4.3%
1.86%
+2.5%
Q2 2020$4,321,000
+35.1%
45,154
+14.8%
1.81%
+9.0%
Q1 2020$3,198,000
-28.8%
39,344
+4.4%
1.66%
-6.9%
Q4 2019$4,493,000
+4.5%
37,698
-0.9%
1.79%
-1.9%
Q3 2019$4,301,000
-11.5%
38,059
-12.8%
1.82%
-13.5%
Q2 2019$4,861,000
-19.5%
43,656
-22.0%
2.10%
-21.7%
Q1 2019$6,040,000
-5.9%
55,987
-17.0%
2.69%
-15.4%
Q4 2018$6,422,000
-32.5%
67,420
-19.9%
3.18%
-13.6%
Q3 2018$9,519,000
-10.6%
84,186
-12.6%
3.68%
-7.4%
Q2 2018$10,642,000
-2.9%
96,345
-3.9%
3.98%
+3.4%
Q1 2018$10,961,000
-6.2%
100,203
-4.4%
3.84%
-3.1%
Q4 2017$11,690,000
+8.1%
104,780
+2.3%
3.97%
+4.0%
Q3 2017$10,819,000
+7.9%
102,410
+5.0%
3.82%
+5.8%
Q2 2017$10,031,000
+6.6%
97,514
+5.7%
3.61%
+4.2%
Q1 2017$9,406,000
+8.1%
92,289
+3.1%
3.46%
+2.5%
Q4 2016$8,700,000
+7.8%
89,519
+3.8%
3.38%
+1.7%
Q3 2016$8,070,000
+26.8%
86,246
+20.7%
3.32%
+13.7%
Q2 2016$6,365,000
+23.1%
71,451
+20.4%
2.92%
+9.9%
Q1 2016$5,171,000
+126.7%
59,354
+123.7%
2.66%
+103.9%
Q4 2015$2,281,000
+124.7%
26,536
+117.6%
1.30%
+104.1%
Q3 2015$1,015,000
+76.5%
12,194
+92.0%
0.64%
+85.5%
Q2 2015$575,000
+33.4%
6,350
+35.5%
0.34%
+23.7%
Q1 2015$431,000
+16.5%
4,688
+7.6%
0.28%
+8.2%
Q4 2014$370,0000.0%4,3550.0%0.26%0.0%
Q3 2014$370,000
+38.6%
4,355
+41.7%
0.26%
+42.8%
Q2 2014$267,000
+4.7%
3,0730.0%0.18%
+1.1%
Q1 2014$255,000
+9.9%
3,073
+5.8%
0.18%
+8.5%
Q4 2013$232,0002,9040.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
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 Manages, LLC 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