Navis Wealth Advisors, LLC - 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
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 2021
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