Waverly Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$106,173,999
-9.4%
810,736
-4.3%
4.63%
-9.9%
Q2 2023$117,184,550
+3.1%
846,832
-0.1%
5.14%
-13.3%
Q1 2023$113,627,345
-2.5%
847,523
-1.7%
5.93%
-8.3%
Q4 2022$116,548,988
+9.4%
861,794
-1.5%
6.47%
-13.7%
Q3 2022$106,555,000
-1.2%
875,051
+5.1%
7.49%
-24.1%
Q2 2022$107,886,000
-11.7%
832,967
+2.1%
9.87%
-4.4%
Q1 2022$122,121,000
+3.8%
815,938
+2.0%
10.33%
+1.5%
Q4 2021$117,699,000
+4.3%
800,128
+6.3%
10.17%
+5.5%
Q3 2021$112,825,000
+8.8%
752,868
+5.1%
9.64%
+0.8%
Q2 2021$103,706,000
+5.1%
716,298
+3.3%
9.57%
-1.8%
Q1 2021$98,667,000
+14.0%
693,519
+1.7%
9.75%
+7.2%
Q4 2020$86,580,000
+31.2%
682,003
+5.3%
9.09%
+3.6%
Q3 2020$65,986,000
-0.5%
647,679
+1.4%
8.78%
+2.2%
Q2 2020$66,313,000
+30.0%
638,609
+1.8%
8.59%
-0.3%
Q1 2020$51,008,000
-22.8%
627,477
+14.7%
8.61%
-0.8%
Q4 2019$66,074,000
+8.2%
547,199
+1.2%
8.68%
-0.9%
Q3 2019$61,077,000
+6.3%
540,505
+4.7%
8.76%
+2.4%
Q2 2019$57,469,000
+5.2%
516,157
+1.9%
8.56%
+1.2%
Q1 2019$54,628,000
+17.1%
506,375
+3.4%
8.46%
+3.8%
Q4 2018$46,650,000
-26.5%
489,715
-12.7%
8.14%
-13.0%
Q3 2018$63,456,000
+4.6%
561,206
+2.2%
9.36%
-0.8%
Q2 2018$60,649,000
+4.4%
549,062
+3.4%
9.44%
+0.5%
Q1 2018$58,113,000
-3.2%
531,250
-1.3%
9.39%
+9.7%
Q4 2017$60,039,000
+27.8%
538,128
+21.0%
8.56%
-16.0%
Q3 2017$46,997,000
+14.4%
444,882
+11.4%
10.19%
-1.3%
Q2 2017$41,098,000
+1.0%
399,512
+0.0%
10.32%
-3.8%
Q1 2017$40,711,000
+7.0%
399,442
+2.1%
10.72%
-24.1%
Q4 2016$38,036,000
+3.6%
391,354
-0.2%
14.13%
-7.8%
Q3 2016$36,705,000
+4.9%
392,272
-0.1%
15.32%
-3.4%
Q2 2016$34,990,000
+3.7%
392,795
+1.4%
15.87%
-23.1%
Q1 2016$33,740,000
+7.4%
387,285
+6.0%
20.64%
+51.0%
Q4 2015$31,416,000
+1.9%
365,512
-1.4%
13.68%
-35.7%
Q3 2015$30,845,000
-7.9%
370,555
+0.2%
21.27%
+3.2%
Q2 2015$33,497,000
-7.5%
369,848
-6.2%
20.60%
+12.5%
Q1 2015$36,226,000
+3.8%
394,151
+1.0%
18.32%
+4.5%
Q4 2014$34,893,000
+7.7%
390,173
+2.2%
17.52%
+0.0%
Q3 2014$32,403,000
-44.4%
381,655
-43.1%
17.52%
-27.7%
Q2 2014$58,311,000
+10.1%
670,703
+4.9%
24.25%
+1.3%
Q1 2014$52,964,000
-4.7%
639,431
-8.2%
23.94%
+22.5%
Q4 2013$55,556,000
+11.5%
696,368
+2.4%
19.54%
-23.2%
Q3 2013$49,805,000
+7.7%
680,116
+1.0%
25.46%
-4.6%
Q2 2013$46,257,000673,60826.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders