WP Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$441,083
-7.5%
3,368
-2.3%
0.18%
-4.7%
Q2 2023$476,874
+3.8%
3,446
+0.6%
0.19%
+0.5%
Q1 2023$459,452
-0.3%
3,427
+0.5%
0.19%
-7.8%
Q4 2022$461,018
+8.7%
3,409
-2.1%
0.21%
+7.3%
Q3 2022$424,000
-5.4%
3,481
+0.6%
0.19%
-1.5%
Q2 2022$448,000
-8.9%
3,461
+5.2%
0.20%
-3.9%
Q1 2022$492,000
-10.7%
3,290
-10.2%
0.20%
-11.7%
Q4 2021$551,000
+8.5%
3,663
+0.6%
0.23%
+10.6%
Q3 2021$508,000
-7.3%
3,642
-6.6%
0.21%
-8.8%
Q2 2021$548,000
+4.8%
3,898
+0.5%
0.23%
+0.9%
Q1 2021$523,000
+13.7%
3,879
+0.4%
0.23%
+1.8%
Q4 2020$460,000
+23.7%
3,863
+5.3%
0.22%
-0.9%
Q3 2020$372,000
+6.6%
3,670
+0.7%
0.22%
-8.6%
Q2 2020$349,000
+26.9%
3,645
+7.8%
0.24%
-8.2%
Q1 2020$275,000
-31.1%
3,382
+0.9%
0.27%
-35.2%
Q4 2019$399,000
+6.1%
3,351
+0.7%
0.41%
-4.4%
Q3 2019$376,000
+9.6%
3,327
+8.1%
0.43%
+12.8%
Q2 2019$343,000
-89.6%
3,079
+0.5%
0.38%
+6.1%
Q1 2019$3,306,000
+1032.2%
3,0640.0%0.36%
+25.0%
Q4 2018$292,000
-8.2%
3,064
+9.0%
0.29%
-2.7%
Q3 2018$318,000
+0.3%
2,812
-2.1%
0.30%
-1.0%
Q2 2018$317,000
+4.6%
2,873
+3.7%
0.30%
-8.6%
Q1 2018$303,000
-1.6%
2,770
+0.5%
0.33%
+9.7%
Q4 2017$308,000
+15.8%
2,757
+9.5%
0.30%
+48.3%
Q3 2017$266,000
+9.9%
2,517
+7.2%
0.20%
+14.9%
Q2 2017$242,0002,3490.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders