SOA Wealth Advisors, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,028,321
-15.1%
46,032
-10.3%
1.50%
-9.9%
Q2 2023$7,103,886
+0.9%
51,336
-2.2%
1.66%
-4.0%
Q1 2023$7,038,435
-0.6%
52,498
+0.3%
1.73%
-9.0%
Q4 2022$7,077,641
+16.6%
52,334
+5.0%
1.90%
+4.2%
Q3 2022$6,071,000
+6.7%
49,860
+13.5%
1.83%
+9.1%
Q2 2022$5,688,000
+20.7%
43,919
+39.5%
1.68%
+45.9%
Q1 2022$4,711,000
+3.9%
31,478
+4.3%
1.15%
+4.6%
Q4 2021$4,532,000
+18.7%
30,192
+10.4%
1.10%
+12.3%
Q3 2021$3,819,000
+42.7%
27,359
+43.6%
0.98%
+42.2%
Q2 2021$2,676,000
+10.3%
19,049
+5.9%
0.69%
+1.3%
Q1 2021$2,426,000
+6.9%
17,988
+0.7%
0.68%
+9.9%
Q4 2020$2,270,00017,8690.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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