Strategic Wealth Partners Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Wealth Partners Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$443,960
+94561.0%
3,390
+0.0%
0.07%
-2.9%
Q2 2023$469
+4.9%
3,389
+0.0%
0.07%
-6.8%
Q1 2023$447
+44.2%
3,388
+47.6%
0.07%
+10.6%
Q4 2022$310
-99.9%
2,295
+0.0%
0.07%
+1.5%
Q3 2022$279,000
-6.1%
2,2940.0%0.06%
-1.5%
Q2 2022$297,000
-13.2%
2,294
+0.5%
0.07%
+1.5%
Q1 2022$342,000
-0.3%
2,282
+0.0%
0.06%
+10.2%
Q4 2021$343,000
-13.8%
2,281
-20.0%
0.06%
-22.4%
Q3 2021$398,000
+2.3%
2,852
-1.1%
0.08%
-2.6%
Q1 2021$389,000
+13.4%
2,885
+0.0%
0.08%
+6.8%
Q4 2020$343,000
+17.5%
2,8840.0%0.07%
+2.8%
Q3 2020$292,000
-3.6%
2,884
-8.8%
0.07%
-6.6%
Q2 2020$303,000
+30.0%
3,164
+10.6%
0.08%
+11.8%
Q1 2020$233,000
-33.6%
2,861
-2.9%
0.07%
-18.1%
Q4 2019$351,000
+43.3%
2,946
+35.9%
0.08%
+1560.0%
Q3 2018$245,000
+2.5%
2,1680.0%0.01%0.0%
Q2 2018$239,000
-49.6%
2,168
-50.0%
0.01%
-28.6%
Q1 2018$474,000
+95.9%
4,336
+100.0%
0.01%
-93.5%
Q4 2017$242,000
-20.4%
2,168
-24.7%
0.11%
-20.0%
Q3 2017$304,000
+36.3%
2,880
+33.0%
0.14%
+25.0%
Q2 2017$223,000
-49.5%
2,166
-50.0%
0.11%
-3.6%
Q1 2017$442,000
+109.5%
4,332
+100.0%
0.11%
+12.0%
Q4 2016$211,0002,1660.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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