Cassady Schiller Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 947 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,061,489
+1.3%
40,294
+5.0%
2.46%
-7.8%
Q1 2024$5,981,419
+21.1%
38,365
+12.6%
2.67%
+7.7%
Q4 2023$4,940,979
+14.7%
34,073
+3.6%
2.48%
+3.9%
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 Q2 2024
NameSharesValueWeighting ↓
Waverly Advisors, LLC 381,655$32,403,00017.52%
Arrow Investment Advisors, LLC 639,200$54,268,0009.82%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 26,399$2,241,0007.94%
Dorsey Wright & Associates 639,200$54,268,0007.59%
Cranbrook Wealth Management, LLC 114,816$9,748,0006.55%
IBBOTSON ASSOCIATES INC 64,346$5,463,0006.11%
CONDOR CAPITAL MANAGEMENT 247,808$21,039,0005.85%
Avior Wealth Management, LLC 70,346$5,972,0005.08%
SVA Wealth Management, LLC 114,737$9,741,0004.15%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,879,500$159,570,0003.88%
View complete list of VANGUARD INDEX FDS shareholders