COLONY GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,380
-7.0%
315,976
-1.7%
0.62%
-1.6%
Q2 2023$44,492
+4.8%
321,518
+1.6%
0.63%
+0.5%
Q1 2023$42,441
-47.9%
316,562
-47.5%
0.63%
-45.2%
Q4 2022$81,516
-99.8%
602,747
+103.1%
1.15%
+79.8%
Q3 2022$36,132,000
+7.4%
296,722
+14.3%
0.64%
+10.2%
Q2 2022$33,631,000
-20.7%
259,658
-8.3%
0.58%
-8.5%
Q1 2022$42,389,000
-1.8%
283,217
-1.4%
0.63%
-16.4%
Q4 2021$43,183,000
+125.3%
287,254
+109.2%
0.76%
+105.7%
Q3 2021$19,171,000
+12.2%
137,319
+12.9%
0.37%
+8.2%
Q2 2021$17,087,000
+7.8%
121,618
+3.4%
0.34%
+2.1%
Q1 2021$15,857,000
+15.3%
117,576
+1.7%
0.33%
+5.0%
Q4 2020$13,750,000
+20.5%
115,584
+2.7%
0.32%
+6.7%
Q3 2020$11,410,000
+4.8%
112,559
-1.0%
0.30%
-5.7%
Q2 2020$10,885,000
-15.7%
113,746
-28.4%
0.32%
-25.0%
Q1 2020$12,912,000
+174.3%
158,840
+302.1%
0.42%
+252.9%
Q4 2019$4,708,000
+8.7%
39,499
+3.0%
0.12%
-13.8%
Q3 2019$4,331,000
+2.4%
38,330
+0.9%
0.14%
+3.0%
Q2 2019$4,230,000
+3.1%
37,988
-0.1%
0.13%
-22.1%
Q1 2019$4,101,000
+14.6%
38,013
+1.2%
0.17%
-0.6%
Q4 2018$3,578,000
-21.8%
37,564
-7.2%
0.17%
-24.1%
Q3 2018$4,577,000
-0.5%
40,483
-2.8%
0.23%
-5.0%
Q2 2018$4,599,000
+3.8%
41,632
+2.8%
0.24%
-0.4%
Q1 2018$4,432,000
-8.3%
40,517
-6.4%
0.24%
-20.5%
Q4 2017$4,831,000
+6.2%
43,298
+0.5%
0.30%
-2.6%
Q3 2017$4,549,000
+4.4%
43,062
+1.7%
0.31%
+0.3%
Q2 2017$4,356,000
+18.4%
42,344
+17.3%
0.31%
-10.7%
Q1 2017$3,680,000
+16.4%
36,109
+11.0%
0.35%
+2.4%
Q4 2016$3,162,000
+51.5%
32,530
+45.9%
0.34%
+46.1%
Q3 2016$2,087,000
+4.3%
22,299
-0.7%
0.23%
+5.5%
Q2 2016$2,001,000
+10.2%
22,458
+7.8%
0.22%
+4.8%
Q1 2016$1,815,000
-32.4%
20,830
-33.3%
0.21%
-14.3%
Q4 2015$2,686,000
+64.7%
31,252
+59.5%
0.24%
+28.9%
Q3 2015$1,631,000
+20.6%
19,593
+31.3%
0.19%
+33.8%
Q2 2015$1,352,000
-37.8%
14,925
-36.9%
0.14%
-40.8%
Q1 2015$2,173,000
-19.2%
23,646
-21.4%
0.24%
-14.6%
Q4 2014$2,689,000
+140.3%
30,071
+128.2%
0.28%
+124.8%
Q3 2014$1,119,000
+17.8%
13,180
+20.7%
0.12%
-1.6%
Q2 2014$950,000
+20.9%
10,922
+15.0%
0.13%
+19.8%
Q1 2014$786,000
-25.8%
9,494
-28.5%
0.11%
-28.4%
Q4 2013$1,060,00013,2860.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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