Compass Advisory Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Compass Advisory Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$219,870
-23.0%
1,640
-18.4%
0.13%
-22.0%
Q4 2022$285,627
-30.0%
2,010
-40.0%
0.16%
-28.4%
Q3 2022$408,000
+45.7%
3,348
+54.9%
0.23%
+50.7%
Q2 2022$280,000
-73.8%
2,161
-69.7%
0.15%
-72.6%
Q1 2022$1,067,000
+97.6%
7,132
+98.5%
0.56%
+90.1%
Q4 2021$540,000
-91.3%
3,593
-91.9%
0.29%
-92.0%
Q3 2021$6,196,000
+1.9%
44,379
+2.5%
3.65%
-3.4%
Q2 2021$6,081,000
+18.3%
43,279
+13.5%
3.78%
+10.0%
Q1 2021$5,142,000
+50.8%
38,125
+33.0%
3.43%
+31.6%
Q4 2020$3,410,00028,6652.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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