Wells Financial Advisors INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 697 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
Wells Financial Advisors INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$182,772
-3.5%
1,2150.0%0.12%
-7.0%
Q1 2024$189,431
-2.9%
1,215
-9.7%
0.13%
-9.2%
Q4 2023$195,038
+10.7%
1,3450.0%0.14%
+3.6%
Q3 2023$176,141
-5.4%
1,3450.0%0.14%
-2.8%
Q2 2023$186,121
+3.2%
1,3450.0%0.14%
-2.1%
Q1 2023$180,324
-0.9%
1,3450.0%0.14%
-4.6%
Q4 2022$181,898
+10.9%
1,3450.0%0.15%
-5.0%
Q3 2022$164,000
-5.7%
1,3450.0%0.16%
+1.3%
Q2 2022$174,000
-13.4%
1,3450.0%0.16%
-6.5%
Q1 2022$201,000
-0.5%
1,3450.0%0.17%
+4.3%
Q4 2021$202,000
+8.0%
1,345
+0.4%
0.16%
+1.9%
Q3 2021$187,000
-0.5%
1,3390.0%0.16%
-0.6%
Q2 2021$188,000
-52.5%
1,339
-54.4%
0.16%
-55.2%
Q1 2021$396,000
+96.0%
2,935
+72.5%
0.36%
+105.2%
Q4 2020$202,0001,7010.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 381,655$32,403,00017.52%
Arrow Investment Advisors, LLC 639,200$54,268,0009.82%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 26,399$2,241,0007.94%
Dorsey Wright & Associates 639,200$54,268,0007.59%
Cranbrook Wealth Management, LLC 114,816$9,748,0006.55%
IBBOTSON ASSOCIATES INC 64,346$5,463,0006.11%
CONDOR CAPITAL MANAGEMENT 247,808$21,039,0005.85%
Avior Wealth Management, LLC 70,346$5,972,0005.08%
SVA Wealth Management, LLC 114,737$9,741,0004.15%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,879,500$159,570,0003.88%
View complete list of VANGUARD INDEX FDS shareholders