Meristem Family Wealth, 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
Meristem Family Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$454,000
-0.4%
3,0340.0%0.05%
+25.6%
Q4 2021$456,000
+7.5%
3,0340.0%0.04%
-4.9%
Q3 2021$424,000
+7.9%
3,034
+8.6%
0.04%
-33.9%
Q2 2021$393,000
+4.2%
2,7940.0%0.06%
-18.4%
Q1 2021$377,000
+13.6%
2,7940.0%0.08%
+8.6%
Q4 2020$332,000
+17.3%
2,7940.0%0.07%
-4.1%
Q3 2020$283,000
+6.0%
2,7940.0%0.07%0.0%
Q2 2020$267,000
+17.6%
2,7940.0%0.07%
+4.3%
Q1 2020$227,000
-31.8%
2,7940.0%0.07%
-14.6%
Q4 2019$333,000
+5.4%
2,7940.0%0.08%
-3.5%
Q3 2019$316,0002,7940.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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