Asset Dedication, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 960 filers reported holding VANGUARD INDEX FDS in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$106,956
+105797.0%
711
+10.4%
0.01%
-12.5%
Q1 2024$101
+7.4%
6440.0%0.01%0.0%
Q4 2023$94
+11.9%
6440.0%0.01%
+14.3%
Q3 2023$84
-33.3%
644
-30.0%
0.01%
-36.4%
Q2 2023$126
-3.8%
920
-5.6%
0.01%
-8.3%
Q1 2023$131
-0.8%
9750.0%0.01%
-7.7%
Q4 2022$132
-99.9%
975
-5.6%
0.01%
-7.1%
Q3 2022$126,000
+4.1%
1,033
+26.9%
0.01%
+7.7%
Q1 2022$121,000
+128.3%
814
+138.7%
0.01%
+116.7%
Q4 2021$53,000
+194.4%
341
+166.4%
0.01%
+200.0%
Q3 2021$18,000
+1700.0%
128
+1180.0%
0.00%
Q2 2021$1,000
-66.7%
10
-66.7%
0.00%
-100.0%
Q4 2020$3,0000.0%300.0%0.00%0.0%
Q3 2020$3,000
-40.0%
30
-40.0%
0.00%0.0%
Q2 2020$5,000
+25.0%
500.0%0.00%0.0%
Q1 2020$4,000
-33.3%
500.0%0.00%
-50.0%
Q4 2019$6,0000.0%500.0%0.00%0.0%
Q3 2019$6,0000.0%500.0%0.00%0.0%
Q2 2019$6,000
-91.9%
50
-92.8%
0.00%
-92.3%
Q1 2019$74,000
+10.4%
6980.0%0.03%
-3.7%
Q4 2018$67,000
+6.3%
698
+25.8%
0.03%
+12.5%
Q3 2018$63,000
+1.6%
5550.0%0.02%
+14.3%
Q2 2018$62,000
+3.3%
5550.0%0.02%
-30.0%
Q1 2018$60,000
+900.0%
555
+1010.0%
0.03%
+1400.0%
Q4 2017$6,000
+20.0%
500.0%0.00%0.0%
Q3 2017$5,0000.0%500.0%0.00%
-33.3%
Q2 2017$5,000
-88.4%
50
-88.2%
0.00%
-87.0%
Q1 2017$43,000
+4.9%
422
+0.2%
0.02%
-4.2%
Q4 2016$41,000
+20.6%
421
+14.4%
0.02%
+14.3%
Q3 2016$34,000
+3.0%
368
+0.5%
0.02%
-8.7%
Q2 2016$33,000
+3.1%
366
+0.5%
0.02%
-4.2%
Q1 2016$32,000
+3.2%
364
+0.3%
0.02%
+20.0%
Q4 2015$31,0003630.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Waverly Advisors, LLC 381,655$32,403,00017.52%
Arrow Investment Advisors, LLC 639,200$54,268,0009.82%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 26,399$2,241,0007.94%
Dorsey Wright & Associates 639,200$54,268,0007.59%
Cranbrook Wealth Management, LLC 114,816$9,748,0006.55%
IBBOTSON ASSOCIATES INC 64,346$5,463,0006.11%
CONDOR CAPITAL MANAGEMENT 247,808$21,039,0005.85%
Avior Wealth Management, LLC 70,346$5,972,0005.08%
SVA Wealth Management, LLC 114,737$9,741,0004.15%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,879,500$159,570,0003.88%
View complete list of VANGUARD INDEX FDS shareholders