Cassady Schiller 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
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,308,069
-1.4%
32,896
+4.2%
2.39%
+0.6%
Q2 2023$4,367,252
+4.6%
31,560
+1.4%
2.37%
+20.8%
Q1 2023$4,174,086
+4.1%
31,134
+5.1%
1.96%
-20.3%
Q4 2022$4,007,923
+20.4%
29,636
+8.4%
2.46%
+28.3%
Q3 2022$3,328,000
-5.9%
27,330
+0.1%
1.92%
+3.3%
Q2 2022$3,535,000
-13.9%
27,293
-0.5%
1.86%
-6.0%
Q1 2022$4,105,000
+12.5%
27,424
+13.0%
1.98%
-10.0%
Q4 2021$3,649,00024,2742.20%
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