Topel & Distasi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$963,735
-5.4%
7,3590.0%0.50%
-1.4%
Q2 2023$1,018,338
+3.2%
7,3590.0%0.51%
-0.6%
Q1 2023$986,621
+8.4%
7,359
+9.4%
0.52%
+1.0%
Q4 2022$909,759
-2.2%
6,7270.0%0.51%
-0.8%
Q3 2022$930,000
+6.8%
6,7270.0%0.51%
+2.0%
Q2 2022$871,000
-13.5%
6,7270.0%0.50%
+19.4%
Q1 2022$1,007,000
-0.4%
6,7270.0%0.42%
+2.4%
Q4 2021$1,011,0006,7270.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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