Smallwood Wealth Investment Management, 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
Smallwood Wealth Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,306,915
-3.8%
40,523
+1.6%
4.83%
-1.8%
Q2 2023$5,518,733
+1.3%
39,881
-1.8%
4.92%
-4.6%
Q1 2023$5,447,466
-1.0%
40,632
-0.2%
5.16%
+10.8%
Q4 2022$5,503,715
+14.5%
40,696
+3.1%
4.66%
+7.8%
Q3 2022$4,806,000
-1.1%
39,465
+5.2%
4.32%
-12.3%
Q2 2022$4,861,000
-11.5%
37,530
+2.3%
4.92%
-5.1%
Q1 2022$5,491,000
+1.8%
36,685
+2.3%
5.19%
+3.4%
Q4 2021$5,392,00035,8655.02%
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