BHK Investment 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
BHK Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,472,113
-4.5%
156,323
+1.0%
9.42%
+2.6%
Q2 2023$21,427,978
+1.7%
154,849
-1.5%
9.17%
-0.4%
Q1 2023$21,070,521
+28.5%
157,161
+29.7%
9.21%
-0.1%
Q4 2022$16,392,813
-9.7%
121,213
-18.7%
9.22%
+1.1%
Q3 2022$18,158,000
-11.5%
149,117
-5.9%
9.12%
-1.2%
Q2 2022$20,528,000
-11.3%
158,491
+2.5%
9.23%
-4.6%
Q1 2022$23,138,000
-3.0%
154,596
-2.5%
9.68%
+2.9%
Q4 2021$23,842,000
+7.4%
158,599
-0.3%
9.41%
+2.9%
Q3 2021$22,201,000
-1.5%
159,025
-0.8%
9.14%
-0.6%
Q2 2021$22,532,000
+20.5%
160,373
+2.0%
9.20%
+6.0%
Q1 2021$18,698,0000.0%157,183
+0.0%
8.68%
-0.5%
Q4 2020$18,698,000
+29.6%
157,179
+10.5%
8.73%
+7.5%
Q3 2020$14,423,000
+2.3%
142,285
-3.5%
8.12%
-2.6%
Q2 2020$14,104,000
+36.4%
147,373
+15.9%
8.33%
+13.2%
Q1 2020$10,338,000
-25.7%
127,174
+8.9%
7.36%
-7.2%
Q4 2019$13,922,000
+26.7%
116,803
+20.1%
7.93%
+25.0%
Q3 2019$10,986,000
+2.9%
97,225
+1.4%
6.34%
+4.5%
Q2 2019$10,678,000
+7.6%
95,909
+4.2%
6.07%
+0.8%
Q1 2019$9,928,000
+14.9%
92,025
+1.4%
6.02%
-7.3%
Q4 2018$8,642,000
-11.2%
90,716
+5.4%
6.50%
-0.8%
Q3 2018$9,732,000
-0.7%
86,067
-3.0%
6.55%
-4.0%
Q2 2018$9,804,000
+1.5%
88,758
+0.5%
6.82%
-4.3%
Q1 2018$9,658,000
+4.1%
88,288
+6.2%
7.13%
-9.0%
Q4 2017$9,279,00083,1667.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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