NATIONS FINANCIAL GROUP INC, /IA/ /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
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,034,046
-27.1%
15,531
-22.9%
0.20%
-25.2%
Q2 2023$2,788,456
-3.2%
20,150
-6.2%
0.27%
-9.3%
Q1 2023$2,880,207
-10.9%
21,482
-10.1%
0.30%
-16.8%
Q4 2022$3,233,055
+17.4%
23,906
+5.7%
0.36%
-9.0%
Q3 2022$2,754,000
+4.4%
22,615
+11.1%
0.40%
+12.7%
Q2 2022$2,637,000
-8.9%
20,358
+5.2%
0.35%
+1.7%
Q1 2022$2,896,000
+11.6%
19,346
+12.1%
0.35%
+1.8%
Q4 2021$2,595,000
+41.8%
17,264
+31.7%
0.34%
+23.0%
Q3 2021$1,830,000
+31.8%
13,110
+32.7%
0.28%
+19.8%
Q2 2021$1,388,000
+169.5%
9,882
+159.0%
0.23%
+98.3%
Q1 2021$515,000
+56.1%
3,815
+37.7%
0.12%
+34.5%
Q4 2020$330,000
+64.2%
2,771
+40.1%
0.09%
+40.3%
Q3 2020$201,000
-44.3%
1,978
-43.6%
0.06%
-79.1%
Q2 2017$361,000
+6.2%
3,507
+5.1%
0.30%
-10.5%
Q1 2017$340,000
-21.3%
3,337
-25.0%
0.33%
-28.8%
Q4 2016$432,000
-15.3%
4,449
-18.3%
0.47%
-7.7%
Q3 2016$510,000
-1.4%
5,448
-6.2%
0.50%
-6.8%
Q2 2016$517,000
-16.7%
5,807
-18.5%
0.54%
-24.1%
Q1 2016$621,000
+0.8%
7,129
-0.6%
0.71%
-10.9%
Q4 2015$616,0007,1720.80%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders