Merit Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Merit Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,976,295
+8.0%
45,635
+14.1%
0.20%
+9.5%
Q2 2023$5,534,684
+19.4%
39,996
+15.7%
0.18%
+5.9%
Q1 2023$4,634,492
-3.0%
34,568
-2.2%
0.17%
-2.3%
Q4 2022$4,778,520
+2.0%
35,334
-8.1%
0.17%
-14.8%
Q3 2022$4,684,000
-56.3%
38,463
-53.5%
0.20%
-38.9%
Q2 2022$10,722,000
+42.0%
82,780
+64.1%
0.33%
-27.0%
Q1 2022$7,549,000
+1592.6%
50,436
+1601.0%
0.46%
+934.1%
Q4 2021$446,000
+13.5%
2,965
+5.4%
0.04%
+7.3%
Q3 2021$393,000
-0.5%
2,8140.0%0.04%
+10.8%
Q2 2021$395,000
+3.9%
2,8140.0%0.04%
-7.5%
Q1 2021$380,000
+10.8%
2,814
-2.5%
0.04%
+21.2%
Q4 2020$343,000
+20.4%
2,886
+2.6%
0.03%
+26.9%
Q3 2020$285,000
+4.0%
2,814
-1.9%
0.03%
-3.7%
Q2 2020$274,000
+17.6%
2,8680.0%0.03%
+3.8%
Q1 2020$233,000
-33.4%
2,868
-2.3%
0.03%
-16.1%
Q4 2019$350,0002,9360.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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