ROVIN CAPITAL /UT/ /ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
ROVIN CAPITAL /UT/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,144
-6.1%
24,008
-0.7%
1.45%
-3.1%
Q2 2023$3,347
+3.0%
24,188
-0.2%
1.50%
-3.3%
Q1 2023$3,249
-5.9%
24,232
-5.1%
1.55%
-9.8%
Q4 2022$3,453
-99.9%
25,534
-5.9%
1.72%
-9.4%
Q3 2022$3,305,000
-6.0%
27,142
-0.1%
1.90%
-19.8%
Q2 2022$3,517,000
-14.4%
27,157
-1.0%
2.36%
+8.4%
Q1 2022$4,107,000
-7.3%
27,443
-6.9%
2.18%
+2.4%
Q4 2021$4,431,000
-25.7%
29,478
-31.0%
2.13%
-48.0%
Q3 2021$5,967,000
-1.1%
42,737
-0.4%
4.09%
-8.9%
Q2 2021$6,032,000
+4.4%
42,930
+0.2%
4.49%
-10.0%
Q1 2021$5,780,000
-28.5%
42,854
-36.9%
5.00%
-21.5%
Q4 2020$8,084,000
+21.0%
67,958
+3.1%
6.37%
+0.9%
Q3 2020$6,681,000
+8.3%
65,908
+2.2%
6.31%
+0.8%
Q2 2020$6,171,000
+4.0%
64,485
-1.7%
6.26%
+1.0%
Q1 2020$5,934,00065,5676.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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