Sigma Planning Corp - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 558 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,118,291
-17.8%
23,811
-13.2%
0.12%
-14.0%
Q2 2023$3,794,577
-4.3%
27,421
-7.3%
0.14%
+3.0%
Q1 2023$3,966,731
-1.9%
29,587
-1.0%
0.13%
-9.0%
Q4 2022$4,042,480
+7.0%
29,891
-3.7%
0.14%
+0.7%
Q3 2022$3,779,000
-9.1%
31,033
-3.3%
0.14%0.0%
Q2 2022$4,157,000
-17.7%
32,095
-4.9%
0.14%
-4.6%
Q1 2022$5,050,000
+0.5%
33,739
+0.9%
0.15%
+7.9%
Q4 2021$5,025,000
+10.7%
33,423
+2.8%
0.14%
+2.9%
Q3 2021$4,538,000
+8.0%
32,506
+8.7%
0.14%
+8.8%
Q2 2021$4,203,000
+12.3%
29,914
+7.8%
0.12%
+4.2%
Q1 2021$3,743,000
+20.4%
27,750
+6.2%
0.12%
+13.2%
Q4 2020$3,109,000
+17.6%
26,136
+0.2%
0.11%
+1.0%
Q3 2020$2,643,000
+4.5%
26,076
-1.3%
0.10%
-5.4%
Q2 2020$2,528,000
+11.2%
26,411
-5.6%
0.11%
-17.8%
Q1 2020$2,274,000
-35.8%
27,969
-5.8%
0.14%
-9.4%
Q4 2019$3,541,000
+0.5%
29,704
-4.8%
0.15%
-11.8%
Q3 2019$3,525,000
+3.3%
31,192
+1.7%
0.17%
-4.0%
Q2 2019$3,414,000
+11.5%
30,664
+8.0%
0.18%
+1.1%
Q1 2019$3,063,000
+22.9%
28,390
+8.5%
0.17%
-3.9%
Q4 2018$2,493,000
-7.5%
26,170
+9.8%
0.18%
+14.6%
Q3 2018$2,695,000
+8.0%
23,839
+5.5%
0.16%
-5.4%
Q2 2018$2,496,000
+4.2%
22,592
+3.1%
0.17%
-4.6%
Q1 2018$2,396,000
+0.0%
21,903
+2.0%
0.18%
-4.9%
Q4 2017$2,395,000
+2.8%
21,465
-2.7%
0.18%
-4.2%
Q3 2017$2,330,000
+14.7%
22,052
+11.6%
0.19%
+0.5%
Q2 2017$2,032,000
-45.9%
19,755
-46.4%
0.19%
-47.5%
Q1 2017$3,758,000
+133.6%
36,867
+122.8%
0.36%
+106.8%
Q4 2016$1,609,000
+17.2%
16,550
+12.8%
0.18%
+8.0%
Q3 2016$1,373,000
+11.0%
14,672
+5.7%
0.16%
+1.2%
Q2 2016$1,237,000
-28.5%
13,885
-30.0%
0.16%
-31.8%
Q1 2016$1,729,000
+99.7%
19,840
+96.9%
0.24%
+95.0%
Q4 2015$866,000
+4.2%
10,077
+1.0%
0.12%
-8.3%
Q3 2015$831,000
-17.5%
9,978
-10.3%
0.13%
-5.0%
Q2 2015$1,007,000
+20.9%
11,122
+22.8%
0.14%
+26.4%
Q1 2015$833,000
+292.9%
9,060
+282.6%
0.11%
+292.9%
Q4 2014$212,0002,3680.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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