Collaborative Wealth Managment Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 713 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$593,518
-3.5%
3,9450.0%0.29%
-5.8%
Q1 2024$615,139
-4.7%
3,945
-11.3%
0.31%
-11.7%
Q4 2023$645,363
+5.6%
4,450
-4.6%
0.35%
-4.1%
Q3 2023$610,916
-7.8%
4,665
-2.6%
0.36%
-7.6%
Q2 2023$662,827
-20.1%
4,790
-22.5%
0.39%
-24.5%
Q1 2023$829,076
-2.1%
6,184
-1.3%
0.52%
-6.3%
Q4 2022$847,131
+5.8%
6,264
-4.7%
0.56%
-1.8%
Q3 2022$801,000
-5.9%
6,575
+0.0%
0.57%
+1.4%
Q2 2022$851,000
-19.7%
6,574
-6.7%
0.56%
-3.8%
Q4 2021$1,060,000
+0.5%
7,049
-0.0%
0.58%
-4.4%
Q1 2021$1,055,0007,0500.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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