OLIO Financial Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
OLIO Financial Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,317,127
-1.0%
63,509
+4.6%
3.90%
-1.9%
Q2 2023$8,400,453
+20.7%
60,705
+16.9%
3.98%
+10.6%
Q1 2023$6,961,767
+11.2%
51,926
+12.2%
3.60%
+5.9%
Q4 2022$6,258,989
+25.8%
46,280
+13.2%
3.40%
+15.1%
Q3 2022$4,977,000
+0.3%
40,874
+6.7%
2.96%
+6.0%
Q2 2022$4,964,000
+5.2%
38,323
+21.5%
2.79%
+3.3%
Q1 2022$4,720,000
+15.1%
31,534
+15.6%
2.70%
+10.8%
Q4 2021$4,100,00027,2732.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 101,837$15,242,00015.29%
STEPHENS GROUP ASSET MANAGEMENT, LLC 892,916$133,643,00013.41%
Dougherty Wealth Advisers LLC 58,270$8,721,00013.16%
Eagle Strategies LLC 180,949$27,083,00010.58%
Waverly Advisors, LLC 815,938$122,121,00010.33%
BHK Investment Advisors, LLC 154,596$23,138,0009.68%
Amtrust Financial Services, Inc. 147,000$22,001,0008.04%
Trust Co 273,567$40,944,0007.99%
INSPIRION WEALTH ADVISORS, LLC 245,248$36,706,0007.51%
Marotta Asset Management 214,445$32,095,983,0007.46%
View complete list of VANGUARD INDEX FDS shareholders