Intergy Private Wealth, 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
Intergy Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$779,904
-5.2%
5,955
+0.2%
0.39%
-3.2%
Q2 2023$822,694
+8.5%
5,946
+5.1%
0.40%
-5.0%
Q1 2023$758,133
+6.8%
5,656
+7.7%
0.42%
-4.5%
Q4 2022$709,951
+28.2%
5,250
+15.4%
0.44%
+13.0%
Q3 2022$554,000
+10.8%
4,548
+17.9%
0.39%
-0.3%
Q2 2022$500,000
-0.6%
3,857
+14.7%
0.39%
+12.3%
Q1 2022$503,000
+47.9%
3,362
+48.8%
0.35%
+32.0%
Q4 2021$340,0002,2590.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders