Rockingstone Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 953 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
Rockingstone Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,462,180
-4.8%
9,720
-1.4%
0.75%
-5.4%
Q1 2024$1,536,493
+1.8%
9,855
-5.3%
0.79%
-6.3%
Q4 2023$1,508,829
+28.2%
10,405
+15.7%
0.85%
+30.0%
Q3 2023$1,177,330
-6.1%
8,990
-0.8%
0.65%
-8.1%
Q2 2023$1,254,415
+1.5%
9,065
-1.7%
0.71%
-6.0%
Q1 2023$1,236,125
-2.0%
9,220
-1.2%
0.75%
-20.1%
Q4 2022$1,261,7899,3300.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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