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 ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders