Wells Financial Advisors INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders