NORTHWEST WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$200,479
-74.6%
1,495
-76.9%
0.08%
-77.9%
Q3 2022$788,000
+0.9%
6,474
+7.4%
0.35%
+2.7%
Q2 2022$781,000
-15.8%
6,028
-2.8%
0.34%
-25.5%
Q1 2022$928,000
-3.4%
6,201
-3.0%
0.46%
+1.8%
Q4 2021$961,000
+8.1%
6,390
+0.3%
0.45%
+1.4%
Q3 2021$889,000
-0.8%
6,370
-0.1%
0.44%
-7.0%
Q2 2021$896,000
+3.9%
6,377
-0.2%
0.47%
-12.4%
Q1 2021$862,000
+7.3%
6,390
-5.4%
0.54%
-2.3%
Q4 2020$803,000
+15.2%
6,753
-1.8%
0.55%
-4.2%
Q3 2020$697,000
+3.4%
6,876
-2.3%
0.58%
-1.7%
Q2 2020$674,000
+7.7%
7,040
-8.6%
0.59%
-7.3%
Q1 2020$626,000
-54.6%
7,705
-33.3%
0.63%
-49.8%
Q4 2019$1,378,000
-10.1%
11,558
-14.8%
1.26%
+0.4%
Q3 2019$1,532,000
-6.5%
13,560
-7.8%
1.26%
-4.8%
Q2 2019$1,638,000
+0.4%
14,712
-2.7%
1.32%
+7.5%
Q1 2019$1,631,000
+7.4%
15,123
-5.1%
1.23%
-4.4%
Q4 2018$1,519,000
-19.2%
15,943
-4.1%
1.29%
-8.5%
Q3 2018$1,879,000
-5.7%
16,616
-7.9%
1.41%
-6.1%
Q2 2018$1,992,000
-17.0%
18,038
-17.8%
1.50%
-16.1%
Q1 2018$2,401,000
-40.9%
21,955
-39.7%
1.78%
-46.1%
Q4 2017$4,065,000
+109.9%
36,430
+98.7%
3.31%
+22.2%
Q3 2017$1,937,000
-50.7%
18,335
-52.0%
2.71%
-24.4%
Q2 2017$3,927,000
+1.4%
38,175
+0.5%
3.59%
+0.1%
Q1 2017$3,871,000
+4.7%
37,985
-0.1%
3.58%
-4.9%
Q4 2016$3,696,00038,0333.77%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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, 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