IVC Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,281,768
-2.2%
17,423
+3.4%
1.53%
+3.3%
Q2 2023$2,332,122
+17.2%
16,853
+13.5%
1.48%
+4.8%
Q1 2023$1,990,487
+7.3%
14,847
+8.2%
1.41%
+3.1%
Q4 2022$1,855,264
+12.0%
13,718
+0.9%
1.37%
+2.6%
Q3 2022$1,656,000
+3.0%
13,596
+9.5%
1.33%
+7.2%
Q2 2022$1,608,000
-12.2%
12,419
+1.5%
1.24%
+3.4%
Q1 2022$1,831,000
+10.6%
12,231
+11.1%
1.20%
+12.7%
Q4 2021$1,655,000
+28.7%
11,008
+19.5%
1.07%
+20.4%
Q3 2021$1,286,000
+3.5%
9,214
+4.1%
0.89%
+1.4%
Q2 2021$1,243,000
+36.1%
8,849
+30.7%
0.87%
+21.6%
Q1 2021$913,000
+113.3%
6,771
+88.3%
0.72%
+76.2%
Q4 2020$428,0003,5960.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders