Homrich & Berg - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 520 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$3,202,000
-0.5%
22,935
+0.1%
0.07%
-4.0%
Q2 2021$3,218,000
+7.0%
22,906
+2.7%
0.08%
-3.8%
Q1 2021$3,008,000
+14.7%
22,300
+1.1%
0.08%
+5.4%
Q4 2020$2,623,000
+17.1%
22,053
-0.2%
0.07%
-3.9%
Q3 2020$2,240,000
+865.5%
22,100
+812.8%
0.08%
+755.6%
Q2 2020$232,000
-0.4%
2,421
-15.5%
0.01%
-30.8%
Q1 2020$233,000
-88.6%
2,866
-83.3%
0.01%
-86.3%
Q4 2019$2,045,000
+7.8%
17,157
+2.2%
0.10%
-3.1%
Q3 2019$1,897,000
+1.5%
16,790
+0.0%
0.10%
-1.0%
Q2 2019$1,869,000
+4.2%
16,788
+1.0%
0.10%
+6.5%
Q1 2019$1,793,000
+18.7%
16,624
+4.9%
0.09%
+4.5%
Q4 2018$1,510,000
-48.6%
15,847
-39.0%
0.09%
-49.7%
Q3 2018$2,938,000
+2.4%
25,9860.0%0.18%
-14.9%
Q2 2018$2,870,000
+7.6%
25,986
+6.6%
0.21%
+12.4%
Q1 2018$2,667,000
+2.9%
24,377
+4.9%
0.18%
+3.9%
Q4 2017$2,592,000
+64.8%
23,235
+56.1%
0.18%
+43.5%
Q3 2017$1,573,000
-0.4%
14,886
-3.0%
0.12%
-10.8%
Q2 2017$1,579,000
-11.7%
15,345
-12.6%
0.14%
-9.7%
Q1 2017$1,789,00017,5550.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders