Navis Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$261,920
-5.4%
2,0000.0%0.38%
+49.2%
Q2 2023$276,760
+3.2%
2,0000.0%0.25%
-13.6%
Q1 2023$268,140
-0.9%
2,0000.0%0.29%
-23.4%
Q4 2022$270,480
+10.9%
2,0000.0%0.38%
+1.9%
Q3 2022$244,000
-5.8%
2,0000.0%0.38%
+36.1%
Q2 2022$259,000
-13.4%
2,0000.0%0.28%
+4.5%
Q1 2022$299,000
-0.7%
2,0000.0%0.26%
+4.7%
Q4 2021$301,000
+7.9%
2,0000.0%0.25%
+29.7%
Q3 2021$279,000
-0.7%
2,0000.0%0.20%
-17.4%
Q2 2021$281,000
+4.1%
2,0000.0%0.24%
+12.9%
Q1 2021$270,000
+13.4%
2,0000.0%0.21%
-2.8%
Q4 2020$238,0002,0000.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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