Pure Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 553 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.06 and the average weighting 0.5%.

Quarter-by-quarter ownership
Pure Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$4,457,831
+10.7%
30,742
+0.0%
0.15%
-6.7%
Q3 2023$4,025,294
-6.6%
30,737
-1.3%
0.16%
-9.8%
Q2 2023$4,308,851
+2.2%
31,138
-1.0%
0.18%
-6.2%
Q1 2023$4,218,113
-1.5%
31,462
-0.6%
0.20%
-11.8%
Q4 2022$4,280,876
+9.2%
31,654
-1.6%
0.22%
-3.1%
Q3 2022$3,919,000
-6.2%
32,185
-0.2%
0.23%
-12.0%
Q2 2022$4,179,000
-14.8%
32,263
-1.5%
0.26%
+15.6%
Q1 2022$4,904,000
-7.0%
32,768
-6.6%
0.22%
-14.2%
Q4 2021$5,273,000
+7.1%
35,075
-0.6%
0.26%
-31.3%
Q3 2021$4,924,000
-1.9%
35,272
-1.3%
0.38%
-6.9%
Q2 2021$5,019,000
+1.2%
35,724
-2.9%
0.41%
-17.2%
Q1 2021$4,961,000
+5.6%
36,781
-6.8%
0.49%
-12.3%
Q4 2020$4,696,000
+7.7%
39,475
-8.2%
0.56%
-11.6%
Q3 2020$4,359,000
+1.3%
43,004
-4.4%
0.64%
-5.5%
Q2 2020$4,305,000
-3.5%
44,979
-18.0%
0.67%
-10.3%
Q1 2020$4,459,000
-48.1%
54,858
-24.0%
0.75%
-48.9%
Q4 2019$8,599,000
+3.4%
72,145
-2.0%
1.47%
-2.3%
Q3 2019$8,315,000
-0.8%
73,581
-2.2%
1.50%
+0.1%
Q2 2019$8,378,000
+1.9%
75,244
-1.2%
1.50%
-3.0%
Q1 2019$8,218,000
+10.7%
76,173
-2.3%
1.55%
+2.9%
Q4 2018$7,423,000
-11.0%
77,928
+5.7%
1.50%
-17.4%
Q3 2018$8,339,000
-36.7%
73,747
-40.8%
1.82%
-46.2%
Q3 2017$13,164,000
+7.5%
124,611
+4.7%
3.39%
+2.5%
Q2 2017$12,246,000
+6.4%
119,046
+5.4%
3.30%
-0.8%
Q1 2017$11,512,000
+4.8%
112,947
-0.0%
3.33%
+1.2%
Q4 2016$10,981,000
+4.4%
112,984
+0.5%
3.29%
-2.6%
Q3 2016$10,521,000
+7.3%
112,445
+2.1%
3.38%
+0.4%
Q2 2016$9,806,000
+6.1%
110,086
+4.1%
3.37%
+1.8%
Q1 2016$9,240,000
-21.0%
105,749
-22.2%
3.31%
-34.7%
Q4 2015$11,690,000
+34.0%
136,007
+29.8%
5.07%
+24.0%
Q3 2015$8,724,000
+9.9%
104,805
+19.5%
4.08%
+3.9%
Q2 2015$7,940,000
-2.1%
87,671
-0.7%
3.93%
+45.3%
Q1 2015$8,113,000
+2.6%
88,270
-0.2%
2.70%
-0.8%
Q4 2014$7,907,000
+40.1%
88,411
+33.0%
2.73%
+30.3%
Q3 2014$5,645,000
-0.8%
66,488
+1.6%
2.09%
-0.1%
Q2 2014$5,690,000
+4.4%
65,447
-1.7%
2.10%
-5.4%
Q1 2014$5,449,000
+0.7%
66,605
-1.8%
2.22%
-6.5%
Q4 2013$5,413,000
+12.6%
67,846
+3.4%
2.37%
+2.3%
Q3 2013$4,807,000
+9.8%
65,644
+2.9%
2.32%
-0.9%
Q2 2013$4,379,00063,7672.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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