Northeast Financial Consultants Inc - 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
Northeast Financial Consultants Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,156,103
-5.4%
8,8280.0%0.07%
-4.0%
Q2 2023$1,221,606
-5.2%
8,828
-8.1%
0.08%
-8.5%
Q1 2023$1,288,534
-0.9%
9,6110.0%0.08%
-6.8%
Q4 2022$1,299,778
+10.9%
9,611
-0.1%
0.09%
+2.3%
Q3 2022$1,172,000
-7.9%
9,625
-2.0%
0.09%
-3.4%
Q2 2022$1,272,000
-13.5%
9,8190.0%0.09%
+4.7%
Q1 2022$1,470,000
-0.4%
9,8190.0%0.08%
-4.5%
Q4 2021$1,476,000
+7.7%
9,8190.0%0.09%
-2.2%
Q3 2021$1,371,000
-1.2%
9,819
-0.6%
0.09%
-2.2%
Q2 2021$1,387,000
+3.3%
9,875
-0.8%
0.09%
-9.7%
Q1 2021$1,343,000
+13.0%
9,957
-0.4%
0.10%
+4.0%
Q4 2020$1,189,000
+18.0%
9,992
+0.5%
0.10%
+8.8%
Q3 2020$1,008,000
-13.6%
9,944
-18.4%
0.09%
-18.8%
Q2 2020$1,167,000
-13.5%
12,191
-26.5%
0.11%
-26.8%
Q1 2020$1,349,000
-34.3%
16,591
-3.7%
0.15%
-16.4%
Q4 2019$2,053,000
+5.7%
17,224
+0.2%
0.18%
-7.6%
Q3 2019$1,943,000
+1.5%
17,197
-0.0%
0.20%
+1.0%
Q2 2019$1,915,000
-55.6%
17,198
+3.5%
0.20%
-59.1%
Q1 2019$4,313,000
+162.7%
16,617
-3.6%
0.48%
+109.2%
Q4 2018$1,642,000
+44.9%
17,240
+72.0%
0.23%
-26.4%
Q3 2018$1,133,000
+17.9%
10,024
+15.1%
0.31%
+5.1%
Q2 2018$961,000
+4.7%
8,707
+3.7%
0.30%
-4.2%
Q1 2018$918,000
-18.0%
8,398
-16.3%
0.31%
-16.9%
Q4 2017$1,119,000
+5.8%
10,033
+0.2%
0.37%
-4.1%
Q3 2017$1,058,000
-5.9%
10,015
-8.3%
0.39%
-12.4%
Q2 2017$1,124,000
+1.1%
10,927
+0.1%
0.44%
-4.5%
Q1 2017$1,112,000
+3.6%
10,914
-1.1%
0.46%
-3.1%
Q4 2016$1,073,000
+4.1%
11,038
+0.2%
0.48%
+10.1%
Q3 2016$1,031,000
-8.9%
11,019
-13.3%
0.44%
-13.7%
Q2 2016$1,132,000
+169.5%
12,705
+163.3%
0.50%
+129.1%
Q1 2016$420,0004,8250.22%
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