Capital Advantage, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Advantage, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,196,054
-6.6%
138,944
-0.6%
3.90%
-4.0%
Q2 2023$19,486,770
+4.3%
139,830
-1.1%
4.06%
+2.2%
Q1 2023$18,689,411
-3.1%
141,340
-0.9%
3.98%
-8.2%
Q4 2022$19,282,252
+17.5%
142,578
+5.8%
4.33%
+15.3%
Q3 2022$16,405,000
-4.8%
134,718
+1.2%
3.75%
-1.2%
Q2 2022$17,234,000
-11.9%
133,064
+1.8%
3.80%
-15.6%
Q1 2022$19,563,000
+0.2%
130,708
+0.5%
4.50%
-3.8%
Q4 2021$19,521,000
+9.5%
130,106
+1.9%
4.68%
-2.8%
Q3 2021$17,820,000
-0.6%
127,639
+0.0%
4.81%
+2.4%
Q2 2021$17,933,000
+4.9%
127,636
+0.7%
4.70%
+0.9%
Q1 2021$17,095,000
+15.8%
126,752
+1.3%
4.66%
+5.9%
Q4 2020$14,767,000
+10.9%
125,125
-0.9%
4.40%
+0.4%
Q3 2020$13,312,000
+12.8%
126,243
+2.4%
4.38%
+4.5%
Q2 2020$11,804,000
+5.4%
123,339
-1.9%
4.19%
-4.2%
Q1 2020$11,202,000
-24.3%
125,665
+2.1%
4.38%
-6.5%
Q4 2019$14,790,000
+7.4%
123,059
+0.9%
4.68%
-1.9%
Q3 2019$13,776,000
+5.2%
121,914
+0.4%
4.77%
+2.5%
Q1 2019$13,101,000
+20.0%
121,444
+6.0%
4.65%
+12.4%
Q4 2018$10,914,000
-17.3%
114,568
-1.8%
4.14%
+36.5%
Q3 2018$13,195,000
+0.4%
116,699
-1.9%
3.03%
-2.0%
Q2 2018$13,137,000
+1.9%
118,934
+0.9%
3.10%
-1.9%
Q1 2018$12,896,000
-2.3%
117,886
-0.4%
3.15%
-7.3%
Q4 2017$13,203,000
+5.4%
118,342
-0.2%
3.40%
+8.6%
Q3 2017$12,523,000
+5.4%
118,540
+2.6%
3.13%
+0.6%
Q2 2017$11,881,000
+2.6%
115,490
+1.6%
3.11%
-1.9%
Q1 2017$11,585,000
+4.9%
113,671
+0.1%
3.17%
-0.8%
Q4 2016$11,042,000
+5.0%
113,609
+1.1%
3.20%
+8.4%
Q3 2016$10,517,000
+7.8%
112,394
+2.6%
2.95%
+4.1%
Q2 2016$9,756,000
+36.2%
109,515
+33.2%
2.83%
+11.5%
Q1 2016$7,165,000
+10.1%
82,240
+8.6%
2.54%
+15.8%
Q4 2015$6,508,000
+171.3%
75,723
+162.7%
2.19%
+134.7%
Q3 2015$2,399,000
+41.0%
28,824
+53.5%
0.94%
+41.0%
Q2 2015$1,701,00018,7820.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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