McNamara Financial Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
McNamara Financial Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$551,473
-6.9%
4,211
+0.5%
0.14%
-2.8%
Q2 2023$592,204
+4.6%
4,192
-0.7%
0.14%
+0.7%
Q1 2023$565,909
-0.9%
4,221
-0.0%
0.14%
-6.6%
Q4 2022$570,983
+15.6%
4,222
+4.1%
0.15%
+6.3%
Q3 2022$494,000
-8.2%
4,054
-2.5%
0.14%
-6.6%
Q2 2022$538,000
-13.9%
4,156
-0.6%
0.15%
-10.6%
Q1 2022$625,000
-4.1%
4,179
-3.7%
0.17%0.0%
Q4 2021$652,000
+5.8%
4,339
-1.6%
0.17%
+0.6%
Q3 2021$616,000
-1.9%
4,409
-1.4%
0.17%
-2.3%
Q2 2021$628,000
+6.6%
4,473
-9.6%
0.17%
-3.9%
Q1 2021$589,000
+13.3%
4,948
-3.6%
0.18%
+2.3%
Q4 2020$520,0000.0%5,1310.0%0.18%0.0%
Q3 2020$520,000
+5.9%
5,1310.0%0.18%
+0.6%
Q2 2020$491,000
+28.9%
5,131
+9.4%
0.18%
+12.2%
Q1 2020$381,000
+85.0%
4,688
+148.4%
0.16%
+66.0%
Q1 2018$206,000
-15.9%
1,887
-14.0%
0.09%
-16.8%
Q4 2017$245,000
+5.6%
2,1930.0%0.11%
+0.9%
Q3 2017$232,000
-0.4%
2,193
-3.1%
0.11%
-5.1%
Q2 2017$233,000
+0.4%
2,264
-0.4%
0.12%
-2.5%
Q1 2017$232,000
+5.0%
2,2720.0%0.12%0.0%
Q4 2016$221,000
+3.8%
2,2720.0%0.12%
+1.7%
Q3 2016$213,000
+3.9%
2,272
-1.2%
0.12%
-0.8%
Q2 2016$205,000
-2.8%
2,299
-5.2%
0.12%
-7.0%
Q1 2016$211,0002,4250.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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