AMG National Trust Bank - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
AMG National Trust Bank ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,570,996
-10.9%
11,996
-5.8%
0.06%
-6.8%
Q2 2023$1,762,271
+1.6%
12,735
-1.5%
0.06%
-1.7%
Q1 2023$1,733,926
+6.1%
12,933
+7.0%
0.06%
+1.7%
Q4 2022$1,634,510
+19.2%
12,086
+7.3%
0.06%
+15.7%
Q3 2022$1,371,000
+0.4%
11,261
+7.7%
0.05%0.0%
Q2 2022$1,365,000
-13.3%
10,455
-0.7%
0.05%
+2.0%
Q1 2022$1,575,000
+2.7%
10,526
+3.2%
0.05%
+8.7%
Q4 2021$1,533,000
-5.2%
10,199
-12.0%
0.05%
-11.5%
Q3 2021$1,617,000
-1.5%
11,584
-0.9%
0.05%0.0%
Q2 2021$1,642,000
+4.5%
11,684
+0.3%
0.05%
-1.9%
Q1 2021$1,572,000
+23.2%
11,654
+8.7%
0.05%
+17.8%
Q4 2020$1,276,000
+43.9%
10,726
+22.5%
0.04%
+21.6%
Q3 2020$887,000
+14.0%
8,757
+7.7%
0.04%
+8.8%
Q2 2020$778,000
+245.8%
8,134
+193.6%
0.03%
+100.0%
Q1 2020$225,0002,7700.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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, 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