Atria Investments, Inc - 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
Atria Investments, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,210,148
+1.5%
24,512
+7.2%
0.06%0.0%
Q2 2023$3,163,209
-41.7%
22,859
-43.5%
0.06%
-44.7%
Q1 2023$5,424,501
-22.8%
40,460
-22.1%
0.10%
-28.5%
Q4 2022$7,024,118
+11.8%
51,938
+0.7%
0.14%
+3.6%
Q3 2022$6,282,000
+23.2%
51,591
+31.0%
0.14%
+29.9%
Q2 2022$5,099,000
+118.2%
39,369
+152.1%
0.11%
+161.0%
Q1 2022$2,337,000
-70.8%
15,614
-70.7%
0.04%
-71.3%
Q4 2021$8,000,000
+86.3%
53,219
+73.1%
0.14%
+83.3%
Q3 2021$4,293,000
+2.7%
30,753
+3.4%
0.08%
-3.7%
Q2 2021$4,179,000
+7.1%
29,746
+2.8%
0.08%
-5.8%
Q1 2021$3,903,000
+26.6%
28,940
+11.6%
0.09%
+16.2%
Q4 2020$3,084,000
+16.9%
25,926
-0.4%
0.07%
-7.5%
Q3 2020$2,638,000
+0.7%
26,025
-4.9%
0.08%
-11.1%
Q2 2020$2,619,000
+63.1%
27,366
+103.1%
0.09%
+104.5%
Q4 2019$1,606,000
-23.1%
13,476
-27.1%
0.04%
-40.5%
Q3 2019$2,088,000
+4.7%
18,478
-0.5%
0.07%0.0%
Q2 2019$1,995,000
-61.8%
18,568
-61.6%
0.07%
-66.5%
Q1 2019$5,222,000
+1334.6%
48,405
+1303.9%
0.22%
+1005.0%
Q3 2017$364,000
-15.7%
3,448
-22.4%
0.02%
-39.4%
Q4 2016$432,000
-12.7%
4,444
-19.6%
0.03%
-37.7%
Q2 2016$495,0005,5280.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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