Maryland Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.

Quarter-by-quarter ownership
Maryland Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$313,000
-4.9%
2,574
+1.3%
0.03%0.0%
Q2 2022$329,000
+8.2%
2,540
+25.1%
0.03%
+36.8%
Q1 2022$304,000
-1.9%
2,030
-1.5%
0.02%
+11.8%
Q4 2021$310,000
+9.5%
2,061
+1.5%
0.02%0.0%
Q3 2021$283,000
-0.7%
2,0300.0%0.02%0.0%
Q2 2021$285,000
+4.0%
2,0300.0%0.02%
-5.6%
Q1 2021$274,000
+11.8%
2,030
-1.6%
0.02%
+5.9%
Q4 2020$245,000
+18.9%
2,063
+1.6%
0.02%0.0%
Q3 2020$206,000
-23.4%
2,030
-10.2%
0.02%
-41.4%
Q4 2019$269,000
+5.5%
2,2600.0%0.03%0.0%
Q3 2019$255,000
-11.5%
2,260
-12.6%
0.03%
-14.7%
Q2 2019$288,000
+3.2%
2,5850.0%0.03%
-2.9%
Q1 2019$279,000
-16.0%
2,585
-25.8%
0.04%
-27.1%
Q4 2018$332,000
-27.5%
3,485
-14.0%
0.05%
-20.0%
Q3 2018$458,000
+126.7%
4,050
+87.5%
0.06%
+100.0%
Q3 2016$202,0002,1600.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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, LLC 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