StrategIQ Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 337 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,782,556
-6.5%
13,611
-1.2%
0.21%
-5.1%
Q2 2023$1,905,499
+4.3%
13,770
+1.0%
0.22%
+2.8%
Q1 2023$1,827,720
+11.9%
13,633
+12.9%
0.21%
+11.6%
Q4 2022$1,633,485
+7.2%
12,078
-3.5%
0.19%
-2.6%
Q3 2022$1,524,000
-4.1%
12,517
+2.0%
0.19%
+0.5%
Q2 2022$1,589,000
-11.9%
12,269
+1.9%
0.19%
-1.5%
Q1 2022$1,803,0000.0%12,046
+0.4%
0.20%
+8.3%
Q4 2021$1,803,000
+8.7%
11,994
+1.0%
0.18%
-45.2%
Q3 2021$1,659,000
+3.0%
11,881
+3.7%
0.33%
+3.8%
Q2 2021$1,610,000
+7.0%
11,456
+2.7%
0.32%
+0.6%
Q1 2021$1,504,000
+12.7%
11,151
-0.6%
0.32%
+5.7%
Q4 2020$1,335,000
+27.4%
11,223
+8.5%
0.30%
+13.7%
Q3 2020$1,048,000
+4.1%
10,343
-1.7%
0.26%
-3.0%
Q2 2020$1,007,000
+27.8%
10,526
+8.6%
0.27%
+11.1%
Q1 2020$788,000
-17.5%
9,693
+21.0%
0.24%
-0.8%
Q4 2019$955,000
+63.5%
8,012
+55.1%
0.25%
+49.1%
Q3 2019$584,000
+1.7%
5,166
+0.1%
0.16%
-0.6%
Q2 2019$574,000
-20.1%
5,159
-22.5%
0.17%
-24.9%
Q1 2019$718,000
-5.2%
6,656
-16.2%
0.22%
-14.7%
Q4 2018$757,000
-24.6%
7,942
-10.6%
0.26%
-18.6%
Q3 2018$1,004,000
+5.9%
8,880
+3.5%
0.32%
-3.0%
Q2 2018$948,0000.0%8,580
-1.0%
0.33%
-12.8%
Q1 2018$948,000
-14.7%
8,667
-13.0%
0.38%
-13.0%
Q4 2017$1,111,000
+1.6%
9,958
-3.8%
0.43%
-1.8%
Q3 2017$1,093,000
-6.9%
10,348
-9.4%
0.44%
-11.8%
Q2 2017$1,174,000
+1.8%
11,416
+1.0%
0.50%
-4.6%
Q1 2017$1,153,000
+5.0%
11,308
+0.1%
0.52%
-4.6%
Q4 2016$1,098,000
+3.9%
11,301
+0.1%
0.55%
-5.7%
Q3 2016$1,057,000
+10.7%
11,294
+5.4%
0.58%
+3.8%
Q2 2016$955,00010,7150.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders