SIMON QUICK ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$236,489
-54.5%
1,749
-59.0%
0.03%
-62.2%
Q3 2022$520,000
+3.2%
4,271
+17.2%
0.07%
+12.1%
Q2 2022$504,000
-73.0%
3,645
-70.8%
0.07%
-87.5%
Q1 2022$1,866,000
+23.2%
12,464
+23.8%
0.53%
+30.6%
Q4 2021$1,514,000
+8.2%
10,068
+0.4%
0.40%
+12.5%
Q3 2021$1,399,000
-0.4%
10,025
+0.3%
0.36%
-3.2%
Q2 2021$1,404,000
+73.5%
9,995
+66.6%
0.37%
+56.3%
Q1 2021$809,000
+22.8%
5,999
+8.4%
0.24%
+19.6%
Q4 2020$659,000
-15.6%
5,536
-28.1%
0.20%
-10.4%
Q3 2020$781,000
-5.8%
7,701
-11.1%
0.22%
-29.3%
Q2 2020$829,000
+18.6%
8,662
+0.7%
0.31%
+21.2%
Q1 2020$699,000
-37.5%
8,604
-8.3%
0.26%
-36.0%
Q4 2019$1,119,000
+40.8%
9,385
+33.3%
0.40%
+15.4%
Q3 2019$795,000
-99.7%
7,040
+189.2%
0.35%
+156.2%
Q2 2019$270,950,000
+34197.5%
2,434
-66.8%
0.14%
-58.4%
Q1 2019$790,000
+4.5%
7,324
-7.7%
0.33%
+19.6%
Q4 2018$756,000
+37.2%
7,935
+62.8%
0.28%
+23.3%
Q3 2018$551,000
+2.4%
4,8750.0%0.22%
-2.2%
Q2 2018$538,000
+1.3%
4,875
+0.5%
0.23%
+2.7%
Q1 2018$531,000
+4.7%
4,853
+10.7%
0.22%
-1.8%
Q4 2017$507,000
-11.8%
4,382
-19.5%
0.23%
+8.1%
Q3 2017$575,000
+3.2%
5,441
+0.5%
0.21%
-33.7%
Q2 2017$557,000
-19.7%
5,416
-20.5%
0.32%
-23.4%
Q1 2017$694,000
+25.0%
6,813
+19.3%
0.41%
-1.0%
Q4 2016$555,0005,7120.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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