Patriot Financial Group Insurance Agency, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$175,000
-13.4%
1,348
-0.4%
0.04%0.0%
Q1 2022$202,000
+11.6%
1,353
+12.5%
0.04%
+20.0%
Q4 2021$181,000
+3.4%
1,203
-3.8%
0.03%
-3.2%
Q3 2021$175,000
+92.3%
1,251
+92.2%
0.03%
+82.4%
Q2 2021$91,000
+658.3%
651
+657.0%
0.02%
+466.7%
Q1 2021$12,000
-67.6%
86
-72.7%
0.00%
-66.7%
Q4 2020$37,000
+208.3%
315
+162.5%
0.01%
+125.0%
Q3 2020$12,000
+9.1%
1200.0%0.00%0.0%
Q2 2020$11,000
-15.4%
120
-24.1%
0.00%
-33.3%
Q1 2020$13,000
-68.3%
158
-54.3%
0.01%
-60.0%
Q4 2019$41,000
-57.7%
346
-59.9%
0.02%
-65.9%
Q3 2019$97,000
+31.1%
862
+29.6%
0.04%
+37.5%
Q2 2019$74,000
+2.8%
6650.0%0.03%
-13.5%
Q1 2019$72,000
+28.6%
665
+12.9%
0.04%0.0%
Q4 2018$56,000
-16.4%
5890.0%0.04%
-7.5%
Q3 2018$67,000
+42.6%
589
+38.3%
0.04%
-20.0%
Q2 2018$47,000
-24.2%
426
-26.0%
0.05%
+8.7%
Q1 2018$62,000
+8.8%
576
+14.3%
0.05%
+7.0%
Q4 2017$57,000
+7.5%
504
+0.6%
0.04%
-8.5%
Q3 2017$53,000
+381.8%
501
+363.9%
0.05%
+327.3%
Q2 2017$11,000
-21.4%
108
-21.2%
0.01%
-26.7%
Q1 2017$14,000
+27.3%
137
+25.7%
0.02%0.0%
Q4 2016$11,0001090.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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, LLC 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