Clearstead Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 539 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$642,822
+70.5%
4,908
+80.2%
0.02%
-17.4%
Q2 2023$376,966
+49.4%
2,724
+44.7%
0.02%
+27.8%
Q1 2023$252,320
+32.5%
1,882
+33.7%
0.02%
+20.0%
Q4 2022$190,418
+11.4%
1,4080.0%0.02%
-6.2%
Q3 2022$171,000
-6.0%
1,4080.0%0.02%
+14.3%
Q2 2022$182,000
-13.7%
1,4080.0%0.01%0.0%
Q1 2022$211,000
-0.5%
1,408
-0.1%
0.01%0.0%
Q4 2021$212,000
+7.6%
1,410
+0.1%
0.01%
-6.7%
Q3 2021$197,000
+42.8%
1,408
+42.9%
0.02%
+36.4%
Q2 2021$138,000
+3.8%
9850.0%0.01%0.0%
Q1 2021$133,000
+13.7%
9850.0%0.01%0.0%
Q4 2020$117,000
+17.0%
9850.0%0.01%0.0%
Q3 2020$100,000
+6.4%
9850.0%0.01%0.0%
Q2 2020$94,000
+17.5%
9850.0%0.01%
-8.3%
Q1 2020$80,0009850.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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