Baldwin Investment Management, LLC - 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
Baldwin Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$827,536
-4.9%
6,319
+0.5%
0.14%
-3.5%
Q2 2023$870,410
+2.8%
6,290
-0.4%
0.14%
-4.7%
Q1 2023$846,652
-0.9%
6,3150.0%0.15%
-2.6%
Q4 2022$854,041
+3.3%
6,315
-7.0%
0.15%
-8.3%
Q3 2022$827,000
-31.1%
6,790
-26.8%
0.17%
-26.3%
Q2 2022$1,201,000
-13.4%
9,276
+0.1%
0.23%
+8.6%
Q1 2022$1,387,000
-0.6%
9,265
-0.2%
0.21%
-3.7%
Q4 2021$1,396,000
+7.8%
9,284
+0.1%
0.22%
-3.1%
Q3 2021$1,295,000
-0.5%
9,275
+0.1%
0.22%
+1.4%
Q2 2021$1,302,000
+3.9%
9,265
-0.3%
0.22%
-3.1%
Q1 2021$1,253,000
+53.4%
9,293
+35.4%
0.23%
+42.2%
Q4 2020$817,000
+16.5%
6,865
-0.7%
0.16%
-1.8%
Q3 2020$701,000
+9.0%
6,915
+3.0%
0.16%
-18.8%
Q2 2020$643,000
+18.0%
6,715
+0.1%
0.20%
+7.4%
Q1 2020$545,000
-31.6%
6,705
+0.2%
0.19%
-11.7%
Q4 2019$797,000
+5.7%
6,690
+0.3%
0.21%
-2.7%
Q3 2019$754,000
+1.5%
6,6700.0%0.22%
+2.3%
Q2 2019$743,000
+3.2%
6,6700.0%0.21%
-1.4%
Q1 2019$720,000
+14.1%
6,670
+0.8%
0.22%
+8.0%
Q4 2018$631,000
-15.8%
6,6200.0%0.20%
-6.5%
Q3 2018$749,000
+2.5%
6,6200.0%0.22%
-6.5%
Q2 2018$731,0006,6200.23%
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