NewEdge Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 520 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,733,722
+0.9%
135,414
+6.7%
0.20%
-2.0%
Q2 2023$17,570,148
+14.7%
126,970
+11.0%
0.20%
+3.6%
Q1 2023$15,318,447
+62.0%
114,366
-4.2%
0.19%
-24.7%
Q4 2022$9,454,709
-23.7%
119,422
+17.3%
0.26%
+25.0%
Q3 2022$12,399,000
-0.1%
101,818
+6.2%
0.20%
-1.0%
Q2 2022$12,414,000
-14.8%
95,844
-1.6%
0.21%
-12.0%
Q1 2022$14,573,000
+13.0%
97,367
+13.5%
0.23%
+20.0%
Q4 2021$12,901,000
+75.8%
85,817
+63.2%
0.20%
+7.7%
Q3 2021$7,339,000
+19.7%
52,573
+20.4%
0.18%
+11.0%
Q2 2021$6,133,000
+10.9%
43,653
+6.5%
0.16%
-1.2%
Q1 2021$5,528,000
+26.7%
40,982
+11.7%
0.16%
+15.4%
Q4 2020$4,364,000
+21.2%
36,683
+3.3%
0.14%
+14.4%
Q3 2020$3,601,000
+11.2%
35,520
+5.0%
0.12%
-0.8%
Q2 2020$3,237,000
+129.2%
33,825
+94.7%
0.13%
+85.3%
Q1 2020$1,412,000
-25.6%
17,369
+9.0%
0.07%
-10.5%
Q4 2019$1,899,000
-0.9%
15,937
-6.1%
0.08%
-10.6%
Q3 2019$1,917,000
-2.8%
16,966
-4.2%
0.08%
-29.8%
Q2 2019$1,972,000
-4.0%
17,713
-7.0%
0.12%
-9.0%
Q1 2019$2,055,000
+12.1%
19,051
-1.1%
0.13%
+12.7%
Q4 2018$1,834,000
-1.4%
19,254
+17.1%
0.12%
-17.5%
Q3 2018$1,860,000
+14.7%
16,447
+12.0%
0.14%
-3.4%
Q2 2018$1,622,000
+26.6%
14,685
+22.8%
0.15%
+1.4%
Q1 2018$1,281,000
-98.1%
11,963
+1682.9%
0.15%
+1116.7%
Q2 2017$69,207,0006710.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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