ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 337 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2020$37,000
+19.4%
3090.0%0.01%0.0%
Q3 2020$31,000
+3.3%
3090.0%0.01%0.0%
Q2 2020$30,000
-92.6%
309
-91.3%
0.01%
-93.0%
Q3 2019$403,000
+1.5%
3,5700.0%0.09%
+2.4%
Q2 2019$397,000
+3.1%
3,5700.0%0.08%
-17.6%
Q1 2019$385,000
+13.2%
3,5700.0%0.10%
+4.1%
Q4 2018$340,000
-15.8%
3,5700.0%0.10%
-2.0%
Q3 2018$404,000
+2.5%
3,5700.0%0.10%
-6.5%
Q2 2018$394,000
+0.8%
3,5700.0%0.11%0.0%
Q1 2018$391,000
-1.8%
3,5700.0%0.11%
+2.9%
Q4 2017$398,000
+5.6%
3,5700.0%0.10%
+2.0%
Q3 2017$377,000
+2.7%
3,5700.0%0.10%
-1.9%
Q2 2017$367,000
+0.8%
3,5700.0%0.10%
-1.0%
Q1 2017$364,000
+4.9%
3,5700.0%0.10%
-3.7%
Q4 2016$347,000
+3.9%
3,5700.0%0.11%
-3.5%
Q3 2016$334,000
+5.0%
3,5700.0%0.11%
+1.8%
Q2 2016$318,0003,5700.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders