Pensionmark Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,664,165
+1238.5%
96,703
+1314.2%
2.51%
+1271.0%
Q2 2023$946,181
-53.8%
6,838
-55.2%
0.18%
-57.0%
Q1 2023$2,046,759
-84.3%
15,266
-84.1%
0.43%
-85.7%
Q4 2022$13,000,771
+1022.7%
96,131
+911.3%
2.98%
+984.0%
Q3 2022$1,158,000
-12.0%
9,506
+0.1%
0.28%
-0.4%
Q2 2022$1,316,000
-91.3%
9,497
-90.6%
0.28%
-91.2%
Q1 2022$15,138,000
-2.7%
101,146
-3.6%
3.14%
-3.5%
Q4 2021$15,564,000
+1245.2%
104,879
+1165.6%
3.26%
+1142.7%
Q3 2021$1,157,000
+27.4%
8,287
+28.2%
0.26%
+26.0%
Q2 2021$908,000
-0.2%
6,465
+0.6%
0.21%
-5.0%
Q1 2021$910,000
+13.3%
6,428
+2.2%
0.22%
+7.9%
Q4 2020$803,000
+149.4%
6,290
+98.1%
0.20%
+84.5%
Q3 2020$322,000
-5.3%
3,175
-2.5%
0.11%
-7.6%
Q2 2020$340,000
-0.9%
3,257
-22.8%
0.12%
-25.2%
Q1 2020$343,000
-32.1%
4,221
-0.3%
0.16%
-19.3%
Q4 2019$505,000
+4.1%
4,234
-1.3%
0.20%
-5.3%
Q3 2019$485,000
+1.7%
4,289
-1.2%
0.21%
-1.0%
Q2 2019$477,000
-11.2%
4,340
-12.4%
0.21%
-13.9%
Q1 2019$537,000
-1.5%
4,954
-2.9%
0.24%
-0.4%
Q4 2018$545,0005,1020.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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