Investments & Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 897 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$489,795
-3.6%
3,256
-0.1%
0.33%
-5.5%
Q1 2024$507,915
+0.6%
3,258
-6.4%
0.35%
-7.9%
Q4 2023$504,731
-87.1%
3,481
-88.3%
0.38%
-89.1%
Q3 2023$3,903,191
-6.0%
29,804
-0.7%
3.48%
-3.3%
Q2 2023$4,153,874
-2.7%
30,018
-5.7%
3.60%
-8.2%
Q1 2023$4,268,814
-10.7%
31,840
-9.9%
3.92%
-16.4%
Q4 2022$4,780,316
+4.4%
35,347
-0.1%
4.68%
-0.8%
Q2 2022$4,581,000
-17.5%
35,371
-4.6%
4.72%
-2.7%
Q1 2022$5,551,000
+3.2%
37,085
+2.3%
4.85%
+0.5%
Q4 2021$5,379,00036,2474.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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