VALLEY WEALTH MANAGERS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

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 2021
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