Polaris Wealth Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 157 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2018$95,000
+11.8%
836
+7.6%
0.01%0.0%
Q2 2018$85,0000.0%7770.0%0.01%0.0%
Q1 2018$85,000
-72.2%
777
-78.2%
0.01%
-85.7%
Q4 2015$306,000
-10.5%
3,564
-9.5%
0.05%
-35.5%
Q2 2014$342,000
+146.0%
3,939
+133.9%
0.08%
+130.3%
Q1 2014$139,000
-7.9%
1,684
-11.2%
0.03%
-10.8%
Q4 2013$151,000
-99.9%
1,897
-52.0%
0.04%
-58.9%
Q3 2013$289,112,000
+51.0%
3,948
+41.6%
0.09%
+16.9%
Q2 2013$191,452,0002,7880.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2014
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders