SOA Wealth Advisors, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 815 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,217,233
-7.7%
41,330
-4.3%
1.25%
-10.3%
Q1 2024$6,732,517
+5.9%
43,182
-1.5%
1.39%
-1.6%
Q4 2023$6,360,080
+5.5%
43,860
-4.7%
1.42%
-5.5%
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 2022
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders