AVANTAX ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,429,860
+9.5%
18,554
+15.7%
0.03%
+8.0%
Q2 2023$2,219,610
-48.0%
16,040
-49.7%
0.02%
-51.9%
Q1 2023$4,271,906
+285.8%
31,863
+289.1%
0.05%
+246.7%
Q4 2022$1,107,369
+15.6%
8,188
+4.1%
0.02%0.0%
Q3 2022$958,000
-11.5%
7,866
-6.0%
0.02%
-6.2%
Q2 2022$1,083,000
-9.8%
8,364
+4.2%
0.02%0.0%
Q1 2022$1,200,000
+33.5%
8,028
+34.2%
0.02%
+14.3%
Q4 2021$899,000
+64.1%
5,981
+51.6%
0.01%
+55.6%
Q3 2021$548,000
+8.3%
3,945
+9.2%
0.01%0.0%
Q2 2021$506,000
+39.8%
3,612
+34.2%
0.01%
+12.5%
Q1 2021$362,000
+13.8%
2,692
+0.7%
0.01%0.0%
Q4 2020$318,000
-56.9%
2,673
-63.2%
0.01%
-33.3%
Q3 2020$738,000
+58.0%
7,270
+49.1%
0.01%
-7.7%
Q2 2020$467,000
+21.0%
4,875
+2.5%
0.01%
+8.3%
Q1 2020$386,000
-22.8%
4,757
+13.1%
0.01%0.0%
Q4 2019$500,0004,2060.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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