Capital Asset Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 352 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$10,000
+100.0%
85
+142.9%
0.00%0.0%
Q2 2022$5,0000.0%350.0%0.00%0.0%
Q1 2022$5,0000.0%350.0%0.00%0.0%
Q4 2021$5,0000.0%350.0%0.00%0.0%
Q3 2021$5,0000.0%350.0%0.00%0.0%
Q2 2021$5,000
-73.7%
35
-75.7%
0.00%
-66.7%
Q1 2021$19,000
+137.5%
144
+121.5%
0.00%
+200.0%
Q4 2020$8,000
+100.0%
65
+85.7%
0.00%0.0%
Q3 2020$4,0000.0%350.0%0.00%0.0%
Q2 2020$4,000
-84.6%
35
-88.6%
0.00%
-85.7%
Q1 2020$26,000
-90.3%
306
-86.1%
0.01%
-88.9%
Q4 2019$267,000
-80.5%
2,199
-83.5%
0.06%
-92.8%
Q2 2017$1,371,000
-23.4%
13,347
-24.0%
0.88%
-31.9%
Q1 2017$1,789,000
+11.2%
17,551
+6.0%
1.29%
-5.3%
Q4 2016$1,609,00016,5601.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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