Mutual Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,262,264
+166.7%
17,274
+181.7%
0.09%
+175.0%
Q2 2023$848,359
-2.2%
6,131
-5.3%
0.03%
-11.1%
Q1 2023$867,598
-7.9%
6,471
-7.1%
0.04%
-14.3%
Q4 2022$941,686
+2.0%
6,963
-8.2%
0.04%
-10.6%
Q3 2022$923,000
+5.7%
7,584
+12.5%
0.05%
-19.0%
Q2 2022$873,000
-75.9%
6,740
-72.1%
0.06%
-71.4%
Q1 2022$3,620,000
+247.4%
24,186
+248.8%
0.20%
+269.1%
Q4 2021$1,042,000
+9.5%
6,934
+1.6%
0.06%
-1.8%
Q3 2021$952,000
+23.8%
6,823
+24.6%
0.06%
+21.7%
Q2 2021$769,000
+4.8%
5,474
+0.6%
0.05%
-8.0%
Q1 2021$734,000
-24.1%
5,442
-33.0%
0.05%
-30.6%
Q4 2020$967,000
-45.6%
8,125
-53.7%
0.07%
-53.2%
Q3 2020$1,779,000
-11.2%
17,546
-16.2%
0.15%
-21.8%
Q2 2020$2,003,000
+29.9%
20,928
+10.3%
0.20%
-5.7%
Q1 2020$1,542,000
-40.9%
18,973
-13.3%
0.21%
-24.8%
Q4 2019$2,610,000
+251.3%
21,895
+233.1%
0.28%
+183.7%
Q3 2019$743,000
+10.4%
6,573
+8.8%
0.10%
+12.6%
Q2 2019$673,000
+31.4%
6,043
+27.4%
0.09%
+14.5%
Q1 2019$512,000
+44.6%
4,745
+27.7%
0.08%
+8.6%
Q4 2018$354,000
-33.3%
3,717
-20.8%
0.07%
-13.6%
Q3 2018$531,000
+10.6%
4,696
+8.2%
0.08%
-25.7%
Q2 2018$480,000
+4.6%
4,341
+3.5%
0.11%
-6.0%
Q1 2018$459,000
-7.5%
4,195
-5.6%
0.12%
-38.0%
Q4 2017$496,0004,4450.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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