Orgel Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$45,420,592
-2.7%
346,828
+2.8%
1.54%
-0.5%
Q2 2023$46,702,900
+12.6%
337,497
+9.1%
1.54%
+4.0%
Q1 2023$41,469,319
-6.9%
309,311
-6.1%
1.48%
-13.4%
Q4 2022$44,555,421
+17.9%
329,454
+6.2%
1.71%
-8.1%
Q3 2022$37,782,000
+30.8%
310,276
+39.2%
1.86%
+14.1%
Q2 2022$28,878,000
+38.5%
222,965
+60.1%
1.63%
+14.2%
Q1 2022$20,849,000
+57.1%
139,301
+57.7%
1.43%
+11.6%
Q4 2021$13,275,000
+147.7%
88,309
+130.1%
1.28%
+110.5%
Q3 2021$5,359,000
+79.1%
38,383
+80.2%
0.61%
+62.4%
Q2 2021$2,993,00021,2990.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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, INC. 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