ASSETMARK, INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 558 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$377,757,771
-2.2%
2,884,528
+3.3%
1.51%
-0.3%
Q2 2023$386,320,237
+7.2%
2,791,735
+3.8%
1.52%
+1.7%
Q1 2023$360,413,612
+0.6%
2,688,250
+1.4%
1.49%
-4.1%
Q4 2022$358,388,581
+16.8%
2,650,019
+5.2%
1.55%
+8.2%
Q3 2022$306,810,000
-1.3%
2,519,588
+5.0%
1.44%
+3.0%
Q2 2022$310,831,000
-10.0%
2,399,872
+4.0%
1.39%
-3.7%
Q1 2022$345,531,000
+4.8%
2,308,616
+5.3%
1.45%
+6.7%
Q4 2021$329,700,000
+16.4%
2,193,178
+8.1%
1.36%
+6.8%
Q3 2021$283,232,000
+8.3%
2,028,739
+9.0%
1.27%
+4.7%
Q2 2021$261,436,000
+11.9%
1,860,756
+7.4%
1.21%
+0.5%
Q1 2021$233,738,000
+24.5%
1,733,058
+9.8%
1.21%
+15.3%
Q4 2020$187,696,000
+37.5%
1,577,805
+17.1%
1.05%
+18.7%
Q3 2020$136,545,000
+14.7%
1,346,999
+14.7%
0.88%
+3.4%
Q2 2020$119,087,000
+43.1%
1,174,774
+14.8%
0.85%
+21.0%
Q1 2020$83,192,000
-20.2%
1,023,394
+17.0%
0.70%
-11.1%
Q4 2019$104,234,000
+19.6%
874,520
+13.4%
0.79%
+8.5%
Q3 2019$87,154,000
+5.8%
771,277
+4.2%
0.73%
+8.6%
Q2 2019$82,400,000
+16.3%
740,077
+12.7%
0.67%
+5.0%
Q1 2019$70,828,000
+25.2%
656,541
+10.5%
0.64%
+17.2%
Q4 2018$56,578,000
-0.2%
593,931
+18.5%
0.55%
+6.0%
Q3 2018$56,674,000
-11.6%
501,232
-13.6%
0.52%
-18.3%
Q2 2018$64,103,000
+36.9%
580,324
+35.6%
0.63%
+29.9%
Q1 2018$46,824,000
+36.1%
428,046
+38.8%
0.48%
+36.6%
Q4 2017$34,405,000
+13.6%
308,369
+7.5%
0.36%
+3.2%
Q3 2017$30,292,000
-23.3%
286,744
-25.3%
0.34%
-30.8%
Q2 2017$39,499,000
-14.9%
383,969
-15.7%
0.50%
-18.5%
Q1 2017$46,432,000
+38.3%
455,574
+31.9%
0.61%
+23.7%
Q4 2016$33,571,000
-0.5%
345,416
-4.2%
0.49%
-3.9%
Q3 2016$33,734,000
+44.1%
360,524
+37.2%
0.51%
+30.2%
Q2 2016$23,411,000
+6.3%
262,809
+4.0%
0.39%
+2.6%
Q1 2016$22,022,000
+249.8%
252,773
+245.2%
0.38%
+228.2%
Q4 2015$6,295,000
+4.1%
73,235
+0.8%
0.12%
+85.7%
Q3 2015$6,046,000
+196.2%
72,640
+222.4%
0.06%
+50.0%
Q2 2015$2,041,000
-0.0%
22,531
+1.4%
0.04%
-2.3%
Q1 2015$2,042,000
-19.5%
22,212
-21.7%
0.04%
-21.8%
Q4 2014$2,536,000
+1.4%
28,355
-3.7%
0.06%
-5.2%
Q3 2014$2,501,000
+30.4%
29,459
+33.6%
0.06%
+41.5%
Q2 2014$1,918,000
-12.1%
22,056
-16.3%
0.04%
-22.6%
Q1 2014$2,181,000
-0.2%
26,337
-3.9%
0.05%
+1.9%
Q4 2013$2,186,000
-4.0%
27,406
-11.8%
0.05%
-8.8%
Q3 2013$2,276,00031,0810.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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