Sowell Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 505 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$385
-99.7%
2,872
+243.5%
0.03%
+650.0%
Q1 2021$120,000
+185.7%
836
+134.2%
0.00%
+100.0%
Q4 2020$42,000
+44.8%
357
+26.1%
0.00%
+100.0%
Q3 2020$29,000
+16.0%
283
+6.8%
0.00%0.0%
Q2 2020$25,000
+25.0%
265
+8.2%
0.00%0.0%
Q1 2020$20,000
-90.8%
245
-86.5%
0.00%
-94.1%
Q4 2019$217,000
+73.6%
1,818
+64.4%
0.02%
+70.0%
Q3 2019$125,000
-49.4%
1,106
-51.6%
0.01%
-64.3%
Q1 2019$247,000
+16.5%
2,285
+2.8%
0.03%
-6.7%
Q4 2018$212,0002,2220.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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, LLC 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