FORVIS Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 425 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$200,264
-10.5%
1,529
-5.4%
0.01%
-14.3%
Q2 2023$223,788
-21.6%
1,617
-24.1%
0.01%
-22.2%
Q1 2023$285,596
+5.0%
2,130
+5.9%
0.01%
-10.0%
Q4 2022$271,994
+12.4%
2,011
+1.5%
0.01%0.0%
Q3 2022$242,000
-10.0%
1,982
-4.6%
0.01%
-9.1%
Q2 2022$269,000
-0.4%
2,078
+15.3%
0.01%0.0%
Q1 2022$270,000
-18.7%
1,802
-18.3%
0.01%
-21.4%
Q4 2021$332,000
+7.8%
2,2060.0%0.01%0.0%
Q3 2021$308,000
-0.6%
2,2060.0%0.01%0.0%
Q2 2021$310,000
+4.0%
2,2060.0%0.01%
-6.7%
Q1 2021$298,000
+13.7%
2,2060.0%0.02%
+15.4%
Q4 2020$262,000
-37.9%
2,206
-37.7%
0.01%
-56.7%
Q4 2019$422,000
+5.5%
3,5400.0%0.03%
-6.2%
Q3 2019$400,000
+1.5%
3,5400.0%0.03%0.0%
Q2 2019$394,000
+3.1%
3,5400.0%0.03%0.0%
Q1 2019$382,000
+1.9%
3,540
-10.0%
0.03%
-15.8%
Q4 2018$375,000
-15.7%
3,9340.0%0.04%
-2.6%
Q3 2018$445,000
-56.4%
3,934
-57.4%
0.04%
-60.6%
Q2 2018$1,020,000
+0.3%
9,234
-0.7%
0.10%
-2.9%
Q1 2018$1,017,000
-1.3%
9,300
+0.7%
0.10%
-1.0%
Q4 2017$1,030,000
+1.2%
9,234
-4.2%
0.10%
-8.0%
Q3 2017$1,018,000
+2.7%
9,6340.0%0.11%0.0%
Q2 2017$991,000
+0.9%
9,6340.0%0.11%
-6.7%
Q1 2017$982,000
+1.0%
9,634
-3.7%
0.12%
-5.5%
Q4 2016$972,000
+3.8%
10,005
+0.0%
0.13%
-2.3%
Q3 2016$936,000
+85.7%
10,003
+76.7%
0.13%
+73.3%
Q2 2016$504,000
+31.6%
5,661
+28.7%
0.08%
+23.0%
Q1 2016$383,000
+1.3%
4,400
+0.0%
0.06%
+7.0%
Q4 2015$378,000
+3.3%
4,399
-0.0%
0.06%
-10.9%
Q3 2015$366,000
-32.6%
4,400
-26.6%
0.06%
-21.0%
Q2 2015$543,000
-1.5%
5,9910.0%0.08%
+1.2%
Q1 2015$551,0005,9910.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
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