CIBC Private Wealth Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 706 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,302,818
-52.1%
25,220
-49.4%
0.01%0.0%
Q2 2023$6,892,278
-4.0%
49,806
-19.0%
0.01%0.0%
Q1 2023$7,179,720
+222.7%
61,490
+158.5%
0.01%
+14.3%
Q4 2022$2,224,744
-12.2%
23,791
+14.4%
0.01%0.0%
Q3 2022$2,534,000
+8.7%
20,803
+15.6%
0.01%
+16.7%
Q2 2022$2,331,000
-8.4%
18,000
+5.8%
0.01%0.0%
Q1 2022$2,545,000
+194.9%
17,006
+196.1%
0.01%
+200.0%
Q4 2021$863,000
+26.5%
5,744
+17.5%
0.00%0.0%
Q3 2021$682,000
+3.6%
4,888
+4.4%
0.00%0.0%
Q2 2021$658,000
+4.1%
4,6830.0%0.00%0.0%
Q1 2021$632,000
+143.1%
4,683
+114.0%
0.00%
+100.0%
Q4 2020$260,000
+1900.0%
2,188
+1770.1%
0.00%
Q2 2018$13,000
+8.3%
117
+10.4%
0.00%
Q1 2018$12,000
+9.1%
106
+8.2%
0.00%
Q4 2017$11,000
-99.0%
98
-99.1%
0.00%
-100.0%
Q2 2017$1,131,000
+2.0%
10,990
+1.0%
0.01%0.0%
Q1 2017$1,109,000
-5.1%
10,885
-14.4%
0.01%
-22.2%
Q1 2015$1,169,000
-11.2%
12,715
-13.7%
0.01%
-10.0%
Q4 2014$1,317,00014,7300.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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