Avantax Planning Partners, 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
Avantax Planning Partners, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,214,236
-7.2%
85,631
-1.9%
0.47%
-2.3%
Q2 2023$12,082,271
+9.3%
87,312
+5.9%
0.48%
+6.9%
Q1 2023$11,058,665
+10.4%
82,484
+11.4%
0.45%
+13.1%
Q4 2022$10,014,152
-1.0%
74,047
-10.8%
0.40%
-12.7%
Q3 2022$10,111,000
-16.7%
83,036
-11.4%
0.46%
-12.2%
Q2 2022$12,132,000
+49.9%
93,668
+73.2%
0.52%
+61.4%
Q1 2022$8,096,000
+4.0%
54,090
+4.5%
0.32%
+0.3%
Q4 2021$7,782,000
+8.9%
51,765
+1.1%
0.32%
-3.0%
Q3 2021$7,147,000
+92.7%
51,193
+94.0%
0.33%
+89.7%
Q2 2021$3,708,000
+3.3%
26,394
-0.8%
0.17%
-5.9%
Q1 2021$3,589,000
+11.7%
26,611
-1.5%
0.18%
+12.1%
Q4 2020$3,213,000
-17.5%
27,006
-29.7%
0.16%
-19.9%
Q3 2020$3,895,000
-13.1%
38,427
-17.9%
0.21%
-18.6%
Q2 2020$4,480,000
+57.7%
46,818
+33.9%
0.25%
+27.8%
Q1 2020$2,841,000
-4.5%
34,954
+40.1%
0.20%
+13.1%
Q4 2019$2,974,000
+5.6%
24,948
+0.1%
0.18%
+1.2%
Q3 2019$2,817,000
-1.5%
24,929
-2.0%
0.17%
-6.5%
Q2 2019$2,861,000
-2.5%
25,436
-6.4%
0.18%
-9.3%
Q1 2019$2,933,000
-47.9%
27,183
-54.0%
0.20%
-51.9%
Q4 2018$5,628,000
+14330.8%
59,081
+16877.3%
0.42%
+14033.3%
Q3 2018$39,000
+2.6%
348
+0.3%
0.00%0.0%
Q1 2018$38,000
-95.9%
347
-96.1%
0.00%
-95.9%
Q3 2017$937,000
+2.7%
8,870
+0.0%
0.07%
-3.9%
Q2 2017$912,000
+0.8%
8,869
-0.1%
0.08%
-4.9%
Q1 2017$905,0008,8790.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders