Strategic Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 214 filers reported holding VANGUARD INDEX FDS in Q1 2015. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.

Quarter-by-quarter ownership
Strategic Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$267,393
-4.0%
2,041
+1.4%
0.05%0.0%
Q2 2023$278,392
+3.2%
2,0120.0%0.05%
-3.6%
Q1 2023$269,721
-0.9%
2,0120.0%0.06%
-9.8%
Q4 2022$272,075
+11.5%
2,012
+0.0%
0.06%
+13.0%
Q3 2022$244,000
-6.2%
2,0110.0%0.05%0.0%
Q2 2022$260,000
-13.6%
2,0110.0%0.05%
+3.8%
Q1 2022$301,000
-0.3%
2,0110.0%0.05%
+20.9%
Q4 2021$302,000
+7.9%
2,0110.0%0.04%
-28.3%
Q3 2021$280,000
-0.7%
2,0110.0%0.06%
-17.8%
Q2 2021$282,000
+4.1%
2,0110.0%0.07%
-7.6%
Q1 2021$271,000
+10.2%
2,0110.0%0.08%
+11.3%
Q4 2020$246,000
+17.7%
2,011
+0.4%
0.07%
+1.4%
Q3 2020$209,000
+4.0%
2,003
+0.4%
0.07%
-6.7%
Q2 2020$201,000
-14.5%
1,995
+1.0%
0.08%
-8.5%
Q4 2019$235,000
+3.5%
1,975
-1.8%
0.08%
-3.5%
Q3 2019$227,000
+2.3%
2,012
+0.6%
0.08%0.0%
Q2 2019$222,000
+3.3%
2,000
+0.3%
0.08%
+2.4%
Q1 2019$215,000
-16.3%
1,994
-12.3%
0.08%
-11.7%
Q3 2018$257,000
-12.9%
2,274
-15.0%
0.09%
-20.3%
Q2 2018$295,000
+2.8%
2,674
+1.9%
0.12%
-0.8%
Q1 2018$287,000
-1.7%
2,623
+0.2%
0.12%0.0%
Q4 2017$292,000
+5.8%
2,617
+0.3%
0.12%
-0.8%
Q3 2017$276,000
+3.0%
2,610
+0.2%
0.12%
-1.6%
Q2 2017$268,000
+1.1%
2,604
+0.2%
0.12%
-2.4%
Q1 2017$265,000
+20.5%
2,599
+2.8%
0.12%
-11.3%
Q1 2015$220,000
-3.5%
2,527
-0.7%
0.14%
-5.4%
Q4 2014$228,000
+6.0%
2,546
+0.8%
0.15%
+5.7%
Q3 2014$215,000
-2.3%
2,5270.0%0.14%0.0%
Q2 2014$220,000
+5.3%
2,5270.0%0.14%
+0.7%
Q1 2014$209,0002,5270.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2015
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