Spire Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 892 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$5,460,874
+12.8%
36,302
+16.9%
0.19%
+119.3%
Q1 2024$4,841,806
+8.2%
31,055
-1.4%
0.09%
-40.5%
Q4 2023$4,475,503
+7.0%
31,484
-1.4%
0.15%
-6.9%
Q3 2023$4,181,344
-1.0%
31,928
+4.6%
0.16%
+1.9%
Q2 2023$4,222,825
+8.9%
30,516
+5.5%
0.16%
+3.3%
Q1 2023$3,876,316
+103739.2%
28,913
+4.7%
0.15%
-28.1%
Q4 2022$3,733
-99.9%
27,603
+6.4%
0.21%
+9.4%
Q3 2022$3,158,000
-6.3%
25,932
-0.4%
0.19%
+38.1%
Q2 2022$3,371,000
-13.7%
26,030
-0.2%
0.14%
+32.4%
Q1 2022$3,904,000
-0.4%
26,087
+0.0%
0.10%
+20.7%
Q4 2021$3,920,000
+9.1%
26,078
+1.3%
0.09%
-8.4%
Q3 2021$3,593,000
-1.2%
25,737
-0.6%
0.10%
-3.1%
Q2 2021$3,637,000
+5.2%
25,885
+1.0%
0.10%
+6.5%
Q1 2021$3,458,00025,6310.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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