BerganKDV 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
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$78,877
+3.2%
5700.0%0.01%0.0%
Q1 2023$76,420
-16.2%
570
-15.4%
0.01%
-20.0%
Q4 2022$91,152
+32.1%
674
+18.2%
0.01%
+25.0%
Q3 2022$69,000
-6.8%
5700.0%0.01%0.0%
Q2 2022$74,000
-12.9%
5700.0%0.01%
-11.1%
Q1 2022$85,000
-1.2%
5700.0%0.01%0.0%
Q4 2021$86,000
+7.5%
5700.0%0.01%0.0%
Q3 2021$80,000
+21.2%
570
+22.1%
0.01%
+12.5%
Q2 2021$66,000
+11.9%
467
+6.1%
0.01%0.0%
Q1 2021$59,000
+13.5%
4400.0%0.01%
+14.3%
Q4 2020$52,000
+15.6%
4400.0%0.01%0.0%
Q3 2020$45,000
-52.6%
440
-55.7%
0.01%
-56.2%
Q2 2020$95,000
+163.9%
994
+125.9%
0.02%
+128.6%
Q1 2020$36,000
-30.8%
4400.0%0.01%
-22.2%
Q4 2019$52,000
+4.0%
4400.0%0.01%
-10.0%
Q3 2019$50,000
+2.0%
4400.0%0.01%0.0%
Q2 2019$49,000
+4.3%
4400.0%0.01%0.0%
Q1 2019$47,000
+11.9%
4400.0%0.01%0.0%
Q4 2018$42,000
-16.0%
4400.0%0.01%
-9.1%
Q3 2018$50,000
+2.0%
4400.0%0.01%0.0%
Q2 2018$49,0004400.01%
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