Wells Financial Advisors INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 892 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 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 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders