WealthPLAN 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
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$189,857
-3.1%
1,372
-6.1%
0.03%
+22.7%
Q1 2023$195,876
-7.3%
1,4610.0%0.02%
+46.7%
Q4 2022$211,217
-16.5%
1,461
-18.0%
0.02%
-16.7%
Q1 2022$253,000
+12.4%
1,781
+15.6%
0.02%
+20.0%
Q4 2021$225,000
-7.0%
1,540
-5.7%
0.02%
-6.2%
Q3 2021$242,000
-90.6%
1,633
+5732.1%
0.02%
+1500.0%
Q3 2016$2,587,000
+3.5%
28
-69.9%
0.00%
Q2 2016$2,500,000930.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders