LMCG INVESTMENTS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
LMCG INVESTMENTS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,465,789
-8.5%
72,280
-3.3%
0.64%
-4.6%
Q2 2023$10,348,610
-2.4%
74,784
-5.4%
0.67%
-5.2%
Q1 2023$10,598,904
-1.5%
79,055
-0.7%
0.71%
-5.9%
Q4 2022$10,765,374
+12.0%
79,602
+0.9%
0.75%
+6.8%
Q3 2022$9,608,000
-10.3%
78,900
-4.6%
0.70%
-4.9%
Q2 2022$10,717,000
-12.5%
82,745
+1.1%
0.74%
+4.1%
Q1 2022$12,248,000
+102.1%
81,835
+12.4%
0.71%
+446.2%
Q3 2015$6,060,000
-9.7%
72,807
-1.7%
0.13%
-10.3%
Q2 2015$6,710,000
-3.5%
74,079
-2.1%
0.14%
-0.7%
Q1 2015$6,956,000
-1.1%
75,681
-3.8%
0.15%
-5.2%
Q4 2014$7,034,000
+0.7%
78,644
-4.4%
0.15%
-1.9%
Q3 2014$6,984,000
-1.9%
82,260
+0.5%
0.16%
+1.9%
Q2 2014$7,117,000
+13.3%
81,855
+8.0%
0.15%
+10.8%
Q1 2014$6,279,000
+20.4%
75,798
+16.0%
0.14%
+25.2%
Q4 2013$5,213,000
+3.9%
65,347
-4.6%
0.11%
-8.3%
Q3 2013$5,018,000
+2.5%
68,525
-3.9%
0.12%
-5.5%
Q2 2013$4,895,00071,2870.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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