Intergy Private Wealth, LLC - 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
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 Q4 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