Evensky & Katz LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,274
-8.0%
101,359
-2.8%
1.13%
+3.7%
Q2 2023$14,432
+1.1%
104,296
-2.1%
1.09%
-5.1%
Q1 2023$14,279
-0.9%
106,506
-0.0%
1.15%
-11.2%
Q4 2022$14,410
-99.9%
106,554
+0.1%
1.30%
-15.3%
Q3 2022$12,960,000
-8.4%
106,434
-2.6%
1.53%
-5.0%
Q2 2022$14,146,000
-15.4%
109,222
-2.2%
1.62%
-2.3%
Q1 2022$16,723,000
-2.4%
111,733
-2.0%
1.65%
+0.2%
Q4 2021$17,132,000
+5.4%
113,961
-2.1%
1.65%
-2.8%
Q3 2021$16,250,000
-3.1%
116,395
-2.5%
1.70%
-0.8%
Q2 2021$16,776,000
-0.2%
119,400
-4.2%
1.71%
-7.9%
Q1 2021$16,807,000
+10.9%
124,615
-2.1%
1.86%
-0.9%
Q4 2020$15,149,000
+17.0%
127,345
-0.3%
1.87%
+6.8%
Q3 2020$12,949,000
+4.3%
127,737
-1.5%
1.76%
-2.1%
Q2 2020$12,416,000
+14.3%
129,736
-2.9%
1.79%
+4.9%
Q1 2020$10,865,000
+540.2%
133,662
+838.6%
1.71%
+623.7%
Q4 2019$1,697,000
-31.7%
14,241
-35.3%
0.24%
-30.4%
Q3 2019$2,486,000
+2.1%
21,996
+0.6%
0.34%
+0.6%
Q2 2019$2,434,000
-48.5%
21,859
-50.1%
0.34%
+5.6%
Q1 2019$4,722,00043,7840.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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