WHALEROCK POINT PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$330,281
-5.4%
2,5220.0%0.11%
-3.4%
Q2 2023$348,994
+3.2%
2,5220.0%0.12%
-6.3%
Q1 2023$338,125
+19.2%
2,522
+20.3%
0.13%
+9.6%
Q4 2022$283,598
+11.2%
2,0970.0%0.12%
+2.7%
Q3 2022$255,000
-6.2%
2,0970.0%0.11%
-2.6%
Q2 2022$272,000
-99.9%
2,0970.0%0.12%
+3.6%
Q1 2022$313,858,000
-0.4%
2,0970.0%0.11%
+2.8%
Q4 2021$315,242,000
+107491.1%
2,0970.0%0.11%
-5.3%
Q3 2021$293,000
-99.9%
2,0970.0%0.11%
+0.9%
Q2 2021$294,628,000
+4.2%
2,0970.0%0.11%
-8.9%
Q1 2021$282,822,000
+113483.1%
2,0970.0%0.12%
+5.1%
Q4 2020$249,000
-99.9%
2,097
+836.2%
0.12%
-4.1%
Q3 2020$223,622,000
+90803.3%
224
-91.3%
0.12%
-15.2%
Q2 2020$246,000
+8.4%
2,566
-8.2%
0.14%
-10.5%
Q1 2020$227,000
-52.6%
2,795
-30.5%
0.16%
-36.5%
Q4 2019$479,000
-6.3%
4,020
-11.2%
0.26%
-7.3%
Q3 2019$511,000
+3.9%
4,525
+2.4%
0.28%
-2.1%
Q2 2019$492,000
+3.1%
4,4170.0%0.28%
-9.9%
Q1 2019$477,000
+10.2%
4,417
-2.8%
0.31%
-22.6%
Q4 2018$433,000
-24.2%
4,544
-10.0%
0.40%
-2.7%
Q3 2018$571,000
+17.7%
5,051
+15.1%
0.41%
+7.0%
Q2 2018$485,000
-9.7%
4,389
-10.6%
0.39%
+125.0%
Q1 2018$537,000
-2.0%
4,9090.0%0.17%
-0.6%
Q4 2017$548,000
+5.6%
4,9090.0%0.17%
-5.5%
Q3 2017$519,000
-35.7%
4,909
-37.4%
0.18%
-38.2%
Q2 2017$807,000
-9.1%
7,843
-9.9%
0.30%
-10.8%
Q1 2017$888,000
+37.9%
8,705
+31.4%
0.33%
+31.2%
Q4 2016$644,000
+17.7%
6,627
+13.3%
0.25%
+11.9%
Q3 2016$547,000
+6.0%
5,849
-1.3%
0.23%
+1.3%
Q1 2016$516,000
-2.5%
5,928
-3.8%
0.22%
-3.0%
Q4 2015$529,000
+5.0%
6,163
+1.6%
0.23%
+6.0%
Q3 2015$504,000
+29.2%
6,063
+40.7%
0.22%
+34.8%
Q2 2015$390,000
+6.3%
4,308
+7.8%
0.16%
+7.3%
Q1 2015$367,0003,9960.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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