Wells Financial Advisors INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

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 Q3 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders