High Pines Wealth Management, 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
High Pines Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$216,608
-5.4%
1,6540.0%0.36%
+2.0%
Q2 2023$228,881
+3.2%
1,6540.0%0.35%
-5.2%
Q1 2023$221,752
-26.9%
1,654
-26.3%
0.37%
-30.8%
Q4 2022$303,343
+11.1%
2,2430.0%0.53%
+2.1%
Q3 2022$273,000
-6.2%
2,2430.0%0.52%
-3.0%
Q2 2022$291,000
-13.4%
2,2430.0%0.54%
+117.4%
Q1 2022$336,000
-0.3%
2,2430.0%0.25%
+5.1%
Q4 2021$337,000
+4.3%
2,243
-3.1%
0.24%
+5.9%
Q3 2021$323,000
-0.6%
2,3140.0%0.22%
-9.4%
Q2 2021$325,000
-19.2%
2,314
-22.4%
0.24%
-31.0%
Q1 2021$402,000
+13.2%
2,9820.0%0.36%
+8.2%
Q4 2020$355,0002,9820.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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