Cranbrook Wealth Management, LLC - 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
Cranbrook Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,920,896
-6.4%
45,211
-1.0%
1.75%
-0.7%
Q2 2023$6,322,585
-2.3%
45,690
-5.3%
1.76%
-4.3%
Q1 2023$6,470,650
-19.3%
48,263
-18.6%
1.84%
-15.8%
Q4 2022$8,021,927
+5.2%
59,316
-5.2%
2.19%
+10.9%
Q3 2022$7,623,000
-6.8%
62,602
-0.8%
1.97%
-3.6%
Q2 2022$8,175,000
-15.4%
63,115
-2.3%
2.04%
-2.8%
Q1 2022$9,666,000
-1.4%
64,582
-1.0%
2.10%
+0.7%
Q4 2021$9,807,000
+6.7%
65,238
-0.9%
2.09%
+0.2%
Q3 2021$9,192,000
-1.6%
65,844
-1.0%
2.08%
-2.4%
Q2 2021$9,342,000
-0.8%
66,492
-4.8%
2.14%
-6.1%
Q1 2021$9,421,000
+11.0%
69,849
-2.1%
2.28%
+4.8%
Q4 2020$8,487,000
+15.8%
71,341
-1.4%
2.17%
+2.5%
Q3 2020$7,332,000
+2.9%
72,327
-2.8%
2.12%
-1.4%
Q2 2020$7,124,000
+15.8%
74,443
-1.7%
2.15%
+2.7%
Q1 2020$6,154,000
-33.8%
75,701
-3.0%
2.09%
-18.6%
Q4 2019$9,299,000
+4.8%
78,022
-0.6%
2.57%
+0.5%
Q3 2019$8,873,000
-3.0%
78,521
-4.4%
2.56%
-3.0%
Q2 2019$9,144,000
-0.5%
82,129
-3.6%
2.64%
-8.2%
Q1 2019$9,188,000
+12.3%
85,168
-0.8%
2.87%
-0.1%
Q4 2018$8,180,000
-18.8%
85,870
-3.6%
2.87%
-18.9%
Q3 2018$10,077,000
+1.6%
89,122
-0.7%
3.54%
-7.6%
Q2 2018$9,917,000
-1.2%
89,781
-2.2%
3.83%
-2.8%
Q1 2018$10,039,000
-4.2%
91,770
-2.3%
3.94%
-4.6%
Q4 2017$10,475,000
+5.1%
93,889
-0.5%
4.14%
+0.1%
Q3 2017$9,967,000
-0.3%
94,344
-2.9%
4.13%
-4.9%
Q2 2017$10,000,000
-2.3%
97,208
-3.2%
4.34%
-9.3%
Q1 2017$10,239,000
+2.6%
100,464
-2.2%
4.79%
-1.8%
Q4 2016$9,981,000
-3.2%
102,697
-6.8%
4.88%
-5.6%
Q3 2016$10,312,000
-3.0%
110,201
-7.7%
5.17%
-5.1%
Q2 2016$10,634,000
-0.7%
119,376
-2.9%
5.44%
-3.8%
Q1 2016$10,713,000
+5.6%
122,963
+4.2%
5.66%
-1.4%
Q4 2015$10,141,000
+5.1%
117,992
+1.8%
5.74%
+3.4%
Q3 2015$9,652,000
-6.8%
115,949
+1.4%
5.55%
-6.6%
Q2 2015$10,354,000
-1.0%
114,324
+0.5%
5.94%
-3.1%
Q1 2015$10,454,000
+2.0%
113,743
-0.7%
6.13%
-3.4%
Q4 2014$10,246,000
+5.1%
114,566
-0.2%
6.34%
-3.2%
Q3 2014$9,748,000
-3.2%
114,816
-0.8%
6.55%
-2.2%
Q2 2014$10,066,000
+5.0%
115,786
+0.0%
6.70%
-0.4%
Q1 2014$9,588,000
+3.4%
115,760
-0.4%
6.73%
+5.7%
Q4 2013$9,276,000116,2736.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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