EverSource Wealth 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
EverSource Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,571,802
-7.0%
27,274
-1.7%
0.38%
-10.4%
Q2 2023$3,839,606
+1.8%
27,747
-1.4%
0.42%
-10.0%
Q1 2023$3,771,967
-1.9%
28,134
-1.0%
0.47%
-19.2%
Q4 2022$3,843,533
+8.0%
28,420
-2.7%
0.58%
-28.6%
Q3 2022$3,558,000
-11.3%
29,219
-5.7%
0.82%
-21.2%
Q2 2022$4,011,000
-17.7%
30,969
-4.9%
1.03%
-16.3%
Q1 2022$4,875,000
-2.4%
32,574
-1.9%
1.24%
-11.6%
Q4 2021$4,993,00033,2101.40%
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