Kovitz Investment Group Partners, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$268
-0.7%
2,0000.0%0.01%0.0%
Q4 2022$270
-99.9%
2,0000.0%0.01%
-16.7%
Q3 2022$244,000
-5.8%
2,0000.0%0.01%0.0%
Q2 2022$259,000
-17.5%
2,000
-4.5%
0.01%0.0%
Q1 2022$314,000
+6.8%
2,095
-15.1%
0.01%
-14.3%
Q4 2021$294,000
+4.3%
2,469
+22.2%
0.01%
+16.7%
Q3 2021$282,000
-1.1%
2,020
-0.5%
0.01%0.0%
Q2 2021$285,000
+4.0%
2,0300.0%0.01%0.0%
Q1 2021$274,000
-6.8%
2,030
-17.8%
0.01%
-14.3%
Q4 2020$294,000
+16.2%
2,469
-0.9%
0.01%0.0%
Q3 2020$253,000
-25.8%
2,492
-30.1%
0.01%
-36.4%
Q2 2020$341,000
-62.4%
3,564
-68.0%
0.01%
-66.7%
Q1 2020$906,000
-78.0%
11,139
-67.7%
0.03%
-72.5%
Q4 2019$4,109,000
-10.4%
34,474
-15.1%
0.12%
-17.8%
Q3 2019$4,586,000
-5.7%
40,585
-7.1%
0.15%
-5.2%
Q2 2019$4,863,000
+5.4%
43,680
+2.1%
0.15%
+5.5%
Q1 2019$4,615,000–42,787–0.15%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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