North Star Investment Management Corp. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 498 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.5%.

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$702,790
-5.1%
5,366
+0.3%
0.06%
-1.7%
Q2 2023$740,498
-2.7%
5,351
-5.7%
0.06%
-4.8%
Q1 2023$760,916
+27.2%
5,676
+28.3%
0.06%
+18.9%
Q4 2022$598,280
+12.7%
4,424
+1.5%
0.05%
+1.9%
Q3 2022$531,000
-5.7%
4,357
+0.3%
0.05%
+2.0%
Q2 2022$563,000
-13.3%
4,345
+0.2%
0.05%0.0%
Q1 2022$649,000
+277.3%
4,335
+278.3%
0.05%
+325.0%
Q4 2021$172,000
+22.0%
1,146
+13.8%
0.01%
+9.1%
Q3 2021$141,0000.0%1,007
+0.2%
0.01%0.0%
Q2 2021$141,000
+4.4%
1,005
+0.2%
0.01%
-15.4%
Q1 2021$135,000
+19.5%
1,003
+5.5%
0.01%
+8.3%
Q4 2020$113,000
+17.7%
951
+0.4%
0.01%
+9.1%
Q3 2020$96,000
+6.7%
947
+0.3%
0.01%
-8.3%
Q2 2020$90,000
+18.4%
944
+0.3%
0.01%
+9.1%
Q1 2020$76,000
-61.4%
941
-43.0%
0.01%
-47.6%
Q4 2019$197,000
+5.9%
1,651
+0.2%
0.02%0.0%
Q3 2019$186,000
+5.1%
1,648
+0.4%
0.02%0.0%
Q1 2019$177,000
+13.5%
1,6410.0%0.02%
+5.0%
Q4 2018$156,000
+18.2%
1,641
+40.9%
0.02%
+33.3%
Q3 2018$132,000
+2.3%
1,1650.0%0.02%0.0%
Q2 2018$129,000
+8.4%
1,165
+7.4%
0.02%
+7.1%
Q1 2018$119,000
+6.2%
1,085
+8.0%
0.01%0.0%
Q4 2017$112,000
+5.7%
1,0050.0%0.01%
+7.7%
Q3 2017$106,000
+2.9%
1,0050.0%0.01%
-7.1%
Q2 2017$103,000
+1.0%
1,0050.0%0.01%0.0%
Q1 2017$102,000
+4.1%
1,0050.0%0.01%
-6.7%
Q4 2016$98,000
+4.3%
1,0050.0%0.02%
-11.8%
Q3 2016$94,000
+9.3%
1,005
+4.7%
0.02%
+6.2%
Q2 2016$86,000
+2.4%
9600.0%0.02%0.0%
Q1 2016$84,000
+1.2%
9600.0%0.02%0.0%
Q4 2015$83,000
+3.8%
9600.0%0.02%0.0%
Q3 2015$80,000
-8.0%
9600.0%0.02%0.0%
Q2 2015$87,000
-1.1%
9600.0%0.02%0.0%
Q1 2015$88,000
+22.2%
960
+20.0%
0.02%
+14.3%
Q4 2014$72,000
+5.9%
8000.0%0.01%0.0%
Q3 2014$68,000
-2.9%
8000.0%0.01%0.0%
Q2 2014$70,000
+6.1%
8000.0%0.01%0.0%
Q1 2014$66,0008000.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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