PLANNING DIRECTIONS INC - 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
PLANNING DIRECTIONS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,675
-3.6%
12,791
+1.9%
1.28%
+1.4%
Q2 2023$1,737
+2.2%
12,554
-1.0%
1.26%0.0%
Q1 2023$1,700
-1.5%
12,677
-0.7%
1.26%
-4.1%
Q4 2022$1,726
-99.9%
12,764
+6.2%
1.32%
+11.5%
Q3 2022$1,463,000
-5.9%
12,018
+0.2%
1.18%
-0.8%
Q2 2022$1,554,000
-13.4%
11,998
+0.0%
1.19%
-5.6%
Q1 2022$1,795,000
-3.0%
11,994
-2.6%
1.26%
+2.4%
Q4 2021$1,850,000
+6.6%
12,310
-0.9%
1.23%
-2.5%
Q3 2021$1,735,000
-8.0%
12,425
-7.4%
1.26%
-8.3%
Q2 2021$1,886,000
+2.8%
13,425
-1.3%
1.38%
-4.5%
Q1 2021$1,834,000
+13.2%
13,600
-0.2%
1.44%
+9.9%
Q4 2020$1,620,000
+18.4%
13,621
+1.0%
1.31%
+9.0%
Q3 2020$1,368,000
+8.9%
13,490
+2.8%
1.20%
+2.8%
Q2 2020$1,256,000
-25.1%
13,121
-6.7%
1.17%
-24.4%
Q4 2019$1,676,000
+1.8%
14,061
-3.5%
1.55%
-1.8%
Q3 2019$1,646,000
-1.8%
14,567
-3.2%
1.58%
-7.2%
Q2 2019$1,676,000
+6.0%
15,055
+2.7%
1.70%
-9.5%
Q1 2019$1,581,000
+11.3%
14,659
-1.8%
1.88%
+7.0%
Q4 2018$1,421,000
-17.5%
14,922
-2.0%
1.76%
+9.8%
Q3 2018$1,722,000
+0.1%
15,225
-2.2%
1.60%
-3.7%
Q2 2018$1,720,000
-1.1%
15,573
-2.1%
1.66%
-2.5%
Q1 2018$1,740,00015,9081.70%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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