ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.5%.

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 Q4 2019
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