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

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

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 Q3 2023
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