Shakespeare Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 706 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$16,976,453
-4.4%
129,631
+1.0%
5.95%
-2.1%
Q2 2023$17,755,656
+9.7%
128,311
+6.3%
6.08%
+5.7%
Q1 2023$16,184,229
+1.6%
120,715
+2.5%
5.75%
-1.7%
Q4 2022$15,932,509
+17.7%
117,809
+6.0%
5.85%
+2.4%
Q3 2022$13,540,000
-4.9%
111,191
+1.8%
5.71%
-1.3%
Q2 2022$14,235,000
-14.1%
109,231
-1.2%
5.78%
-3.0%
Q1 2022$16,566,000
+1.7%
110,537
+2.0%
5.96%
+2.6%
Q4 2021$16,291,000
+12.1%
108,369
+5.6%
5.81%
+4.0%
Q3 2021$14,534,000
+0.7%
102,641
+1.6%
5.59%
+0.5%
Q2 2021$14,429,000
+1.5%
101,028
-4.2%
5.56%
-5.0%
Q1 2021$14,221,000
+11.3%
105,443
-1.8%
5.85%
+5.2%
Q4 2020$12,780,000
+25.7%
107,429
+7.1%
5.57%
+4.0%
Q3 2020$10,166,000
+13.2%
100,285
+6.8%
5.35%
+2.0%
Q2 2020$8,984,000
+23.6%
93,874
+5.0%
5.25%
+4.4%
Q1 2020$7,271,000
-18.5%
89,445
+19.6%
5.03%
+4.1%
Q4 2019$8,917,000
+6.8%
74,816
+1.3%
4.83%
+0.0%
Q3 2019$8,346,000
+3.6%
73,856
+2.1%
4.83%
-7.1%
Q2 2019$8,053,000
+9.4%
72,324
+6.0%
5.20%
-5.8%
Q1 2019$7,359,000
+16.3%
68,216
+2.7%
5.52%
+13.1%
Q4 2018$6,330,000
-28.5%
66,445
-15.2%
4.88%
-28.6%
Q3 2018$8,859,000
+3.4%
78,347
+1.1%
6.83%
-10.6%
Q2 2018$8,564,000
+4.2%
77,527
+3.2%
7.64%
+7.4%
Q1 2018$8,220,000
+2.8%
75,140
+4.7%
7.11%
-5.5%
Q4 2017$7,997,00071,7507.53%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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