NorthRock Partners, LLC - 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
NorthRock Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$482,667
-19.8%
3,686
-15.3%
0.05%
-24.2%
Q2 2023$601,969
+3.4%
4,350
+0.2%
0.07%
+6.5%
Q1 2023$582,080
-0.8%
4,342
+0.0%
0.06%
-7.5%
Q4 2022$587,046
+11.2%
4,341
+0.0%
0.07%
+9.8%
Q3 2022$528,000
-14.6%
4,339
-9.1%
0.06%
-4.7%
Q2 2022$618,000
-4.8%
4,772
+10.0%
0.06%
+10.3%
Q1 2022$649,000
-0.3%
4,337
+0.2%
0.06%
+18.4%
Q4 2021$651,000
-6.2%
4,329
-1.1%
0.05%
-14.0%
Q3 2021$694,000
+12.8%
4,378
-0.0%
0.06%
+11.8%
Q2 2021$615,000
+4.9%
4,379
+0.7%
0.05%
-3.8%
Q1 2021$586,000
+13.8%
4,347
+0.5%
0.05%
+3.9%
Q4 2020$515,000
+9.8%
4,327
-6.5%
0.05%
-1.9%
Q3 2020$469,000
+1.7%
4,627
-3.9%
0.05%
-5.5%
Q2 2020$461,000
+28.4%
4,817
+9.2%
0.06%
+10.0%
Q1 2020$359,000
-69.2%
4,413
-93.6%
0.05%
-18.0%
Q4 2019$1,164,000
+203.9%
68,590
+1925.7%
0.06%
+17.3%
Q3 2019$383,000
+10.1%
3,386
+9.0%
0.05%
-48.0%
Q2 2019$348,000
+3.0%
3,106
-0.0%
0.10%
+12.4%
Q1 2019$338,000
+10.8%
3,107
-2.7%
0.09%
-2.2%
Q4 2018$305,000
-12.4%
3,192
+4.4%
0.09%
-9.0%
Q3 2018$348,000
+3.3%
3,057
+0.2%
0.10%
-13.0%
Q2 2018$337,000
+0.9%
3,0500.0%0.12%
+5.5%
Q1 2018$334,000
-14.4%
3,050
-12.7%
0.11%
-12.1%
Q4 2017$390,000
+5.7%
3,4950.0%0.12%
-11.4%
Q3 2017$369,000
+2.5%
3,4950.0%0.14%
-7.3%
Q2 2017$360,000
+1.1%
3,4950.0%0.15%
-1.3%
Q1 2017$356,000
+4.7%
3,4950.0%0.15%
+27.5%
Q4 2016$340,000
-3.7%
3,495
-7.4%
0.12%
-20.5%
Q3 2016$353,000
+13.5%
3,776
+8.0%
0.15%
+8.6%
Q2 2016$311,000
+2.3%
3,4950.0%0.14%
-12.0%
Q1 2016$304,0003,4950.16%
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