FirstPurpose 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
FirstPurpose Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$340,496
-5.4%
2,6000.0%0.15%
-4.5%
Q2 2023$359,788
+3.2%
2,6000.0%0.15%
-10.5%
Q1 2023$348,582
-0.9%
2,6000.0%0.17%
-12.2%
Q4 2022$351,624
+0.8%
2,600
-9.2%
0.20%
-14.8%
Q3 2022$349,000
+3.6%
2,865
+10.2%
0.23%
+1.8%
Q2 2022$337,000
-13.4%
2,6000.0%0.23%
-25.4%
Q1 2022$389,000
-0.5%
2,6000.0%0.30%
+23.2%
Q4 2021$391,0002,6000.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders