FORTE CAPITAL LLC /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 520 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,252,995
-11.3%
70,655
-6.3%
1.42%
-5.3%
Q2 2023$10,433,659
-5.6%
75,399
-8.5%
1.50%
-11.1%
Q1 2023$11,049,255
-3.0%
82,414
-2.2%
1.69%
-13.6%
Q4 2022$11,394,049
+9.8%
84,251
-1.2%
1.96%
+4.1%
Q3 2022$10,379,000
-7.5%
85,238
-1.6%
1.88%
-3.8%
Q2 2022$11,225,000
-39.9%
86,668
-30.2%
1.96%
-17.2%
Q1 2022$18,671,0000.0%124,2020.0%2.36%
+0.2%
Q4 2021$18,671,000
+4.8%
124,202
-2.7%
2.36%
-2.4%
Q3 2021$17,824,000
-2.2%
127,671
-1.6%
2.41%
-2.9%
Q2 2021$18,233,000
+0.6%
129,769
-3.4%
2.48%
-11.2%
Q1 2021$18,125,000
+12.8%
134,388
-0.5%
2.80%
+13.0%
Q4 2020$16,064,000
+14.7%
135,039
-2.2%
2.48%
-4.1%
Q3 2020$14,004,000
+0.1%
138,143
-5.5%
2.58%
-12.1%
Q2 2020$13,985,000
+2.7%
146,135
-12.7%
2.94%
-37.3%
Q1 2020$13,611,000
-34.9%
167,437
-4.5%
4.68%
-20.9%
Q4 2019$20,899,000
-2.0%
175,340
-7.0%
5.92%
-10.1%
Q3 2019$21,316,000
-0.0%
188,633
-1.5%
6.59%
-3.1%
Q2 2019$21,323,000
-0.5%
191,509
-3.6%
6.80%
-11.9%
Q1 2019$21,423,000
+11.9%
198,582
-1.2%
7.72%
-3.6%
Q4 2018$19,140,000
-16.0%
200,930
-0.3%
8.00%
-2.5%
Q3 2018$22,798,000
+2.2%
201,630
-0.1%
8.20%
-5.9%
Q2 2018$22,300,000
+0.8%
201,884
-0.1%
8.72%
-5.8%
Q1 2018$22,116,000
-2.9%
202,177
-1.0%
9.25%
+36.4%
Q4 2017$22,774,000
+5.2%
204,132
-0.4%
6.78%
-2.1%
Q3 2017$21,644,000
+4.2%
204,881
+1.5%
6.93%
+1.3%
Q2 2017$20,773,000
+3.1%
201,936
+2.1%
6.84%
-0.7%
Q1 2017$20,149,000
-2.9%
197,698
-7.4%
6.89%
-11.3%
Q4 2016$20,758,000
+2.3%
213,583
-1.5%
7.76%
+0.6%
Q3 2016$20,289,000
+4.9%
216,836
-0.1%
7.72%
+3.2%
Q2 2016$19,344,000
+36.4%
217,155
+31.7%
7.48%
+28.8%
Q4 2015$14,177,000164,9405.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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