GIRARD PARTNERS LTD. - 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
GIRARD PARTNERS LTD. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,593,986
-11.7%
12,171
-6.7%
0.18%
-5.8%
Q2 2023$1,805,938
-4.2%
13,050
-7.1%
0.19%
-8.2%
Q1 2023$1,884,229
-11.1%
14,054
-10.3%
0.21%
-13.3%
Q4 2022$2,119,614
+16.8%
15,672
+5.1%
0.24%
-0.4%
Q3 2022$1,814,000
-20.5%
14,905
-15.4%
0.24%
-17.2%
Q2 2022$2,281,000
-41.2%
17,618
-32.0%
0.29%
-31.4%
Q1 2022$3,876,000
-2.6%
25,902
-2.2%
0.42%
-2.1%
Q4 2021$3,980,000
-46.2%
26,481
-12.3%
0.43%
-7.3%
Q3 2021$7,398,000
+96.9%
30,194
+12.9%
0.47%
-3.3%
Q2 2021$3,758,000
+4.6%
26,753
+0.5%
0.48%
-6.8%
Q1 2021$3,592,000
+9.1%
26,633
-3.7%
0.52%
+2.2%
Q4 2020$3,291,000
+13.1%
27,669
-3.6%
0.51%
+4.1%
Q3 2020$2,910,000
-4.2%
28,708
-9.6%
0.49%
-11.3%
Q2 2020$3,039,000
+4.4%
31,764
-11.3%
0.55%
-5.7%
Q1 2020$2,912,000
-29.9%
35,826
+2.8%
0.58%
-15.2%
Q4 2019$4,153,000
+5.9%
34,847
+0.4%
0.69%
-6.0%
Q3 2019$3,920,000
-4.1%
34,699
-5.5%
0.73%
+1.2%
Q2 2019$4,086,000
-0.4%
36,701
-3.5%
0.72%
-5.8%
Q1 2019$4,104,000
+11.4%
38,047
-1.7%
0.76%
-1.2%
Q4 2018$3,685,000
-0.1%
38,686
+18.6%
0.77%
+18.3%
Q3 2018$3,687,000
-6.2%
32,613
-8.4%
0.65%
-11.9%
Q2 2018$3,932,000
-6.0%
35,599
-6.9%
0.74%
-24.1%
Q1 2018$4,184,000
+0.7%
38,252
+2.7%
0.98%
+22.9%
Q4 2017$4,155,000
+32.1%
37,238
+25.1%
0.80%
+22.7%
Q3 2017$3,145,000
+10.5%
29,775
+7.6%
0.65%
+5.4%
Q2 2017$2,847,000
+7.4%
27,673
+6.3%
0.62%
-3.9%
Q1 2017$2,652,000
+11.3%
26,023
+6.1%
0.64%
-7.4%
Q4 2016$2,383,000
+30.9%
24,516
+26.0%
0.69%
+14.2%
Q3 2016$1,820,000
+64.6%
19,451
+56.6%
0.61%
+43.9%
Q2 2016$1,106,000
+29.2%
12,420
+26.4%
0.42%
+12.6%
Q1 2016$856,000
+38.3%
9,825
+36.3%
0.37%
+25.1%
Q4 2015$619,000
+71.0%
7,207
+65.8%
0.30%
+45.9%
Q3 2015$362,0004,3480.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders