VALLEY WEALTH MANAGERS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,182,055
-7.8%
16,662
-2.6%
0.18%
-14.6%
Q2 2023$2,367,544
+0.2%
17,109
-2.9%
0.21%
-0.9%
Q1 2023$2,361,777
-3.5%
17,616
-2.6%
0.22%
-5.3%
Q4 2022$2,446,762
+17.9%
18,092
+6.1%
0.23%
+9.7%
Q3 2022$2,076,000
-12.0%
17,048
-6.4%
0.21%
-6.3%
Q2 2022$2,358,000
-21.9%
18,205
-9.7%
0.22%
-12.3%
Q1 2022$3,018,000
+2.1%
20,165
+2.5%
0.25%
+6.3%
Q4 2021$2,956,000
+10.0%
19,667
+2.1%
0.24%
+1.3%
Q3 2021$2,688,000
+1.0%
19,260
+1.6%
0.23%
+4.0%
Q2 2021$2,662,000
+19.3%
18,952
+14.5%
0.22%
+11.9%
Q1 2021$2,232,000
+27.3%
16,548
+12.3%
0.20%
+16.9%
Q4 2020$1,754,000
+71.8%
14,741
+46.4%
0.17%
+53.6%
Q3 2020$1,021,000
+23.6%
10,072
+16.6%
0.11%
+20.4%
Q2 2020$826,0008,6350.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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