Sterling Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,758,748
-3.7%
21,066
+1.8%
1.41%
-0.4%
Q2 2023$2,863,964
+2.2%
20,696
-1.0%
1.42%
-6.8%
Q1 2023$2,803,123
-0.3%
20,908
+0.6%
1.52%
-9.3%
Q4 2022$2,811,224
+16.4%
20,787
+4.8%
1.68%
-0.9%
Q3 2022$2,415,000
+6.6%
19,830
+13.4%
1.69%
+6.3%
Q2 2022$2,265,000
-12.4%
17,489
+1.2%
1.59%
-2.3%
Q1 2022$2,587,000
-0.0%
17,287
+0.4%
1.63%
+0.7%
Q4 2021$2,588,000
+11.1%
17,218
+3.2%
1.62%
+9.1%
Q3 2021$2,330,000
+1.5%
16,689
+2.1%
1.48%
-0.5%
Q2 2021$2,296,000
+6.0%
16,339
+1.7%
1.49%
-3.5%
Q1 2021$2,167,000
+22.4%
16,069
+7.9%
1.54%
+8.3%
Q4 2020$1,771,00014,8861.43%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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