PATHSTONE FAMILY OFFICE, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,277,578
+38.8%
25,027
+46.7%
0.02%
-28.6%
Q2 2023$2,361,040
-10.2%
17,062
-13.0%
0.04%
-18.6%
Q1 2023$2,630,310
+305.7%
19,619
+253.1%
0.04%
+616.7%
Q4 2022$648,362
-3.5%
5,556
+0.8%
0.01%0.0%
Q3 2022$671,760
+148.8%
5,514
+186.7%
0.01%
-25.0%
Q2 2021$270,000
+1.1%
1,923
-3.0%
0.01%
-11.1%
Q1 2021$267,000
+29.0%
1,982
+14.2%
0.01%0.0%
Q4 2020$207,000
+7.3%
1,736
-8.4%
0.01%
-57.1%
Q3 2020$193,000
-54.7%
1,896
-57.4%
0.02%
-58.0%
Q2 2020$426,000
-27.3%
4,446
-38.3%
0.05%
-39.8%
Q1 2020$586,000
-78.7%
7,211
+213.1%
0.08%
+176.7%
Q4 2019$2,745,000
+955.8%
2,3030.0%0.03%
-11.8%
Q3 2019$260,000
+1.2%
2,303
-0.3%
0.03%
+13.3%
Q2 2019$257,000
+3.2%
2,311
+0.3%
0.03%
-6.2%
Q1 2019$249,000
+1678.6%
2,303
+1488.3%
0.03%
+700.0%
Q4 2018$14,0001450.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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