Carlton Hofferkamp & Jenks Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$402,703
-11.3%
3,2170.0%0.19%
-6.0%
Q2 2023$453,901
+6.9%
3,2170.0%0.20%
+3.1%
Q1 2023$424,424
-8.2%
3,217
+0.2%
0.19%
-4.4%
Q4 2022$462,194
+13.3%
3,2110.0%0.20%
+5.2%
Q3 2022$408,000
-3.1%
3,2110.0%0.19%0.0%
Q2 2022$421,000
-12.3%
3,2110.0%0.19%
-2.0%
Q1 2022$480,000
+3.7%
3,2110.0%0.20%
+1.0%
Q4 2021$463,000
-3.5%
3,2110.0%0.20%
+1.0%
Q3 2021$480,000
+8.1%
3,2110.0%0.19%
+1.0%
Q2 2021$444,000
-1.6%
3,2110.0%0.19%
-5.0%
Q1 2021$451,0003,2110.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders