Steward Partners Investment Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,770,150
-17.5%
21,153
-12.9%
0.04%
-14.0%
Q2 2023$3,359,323
-41.6%
24,276
-43.4%
0.05%
-45.7%
Q1 2023$5,754,709
-3.2%
42,923
-2.3%
0.09%
-8.9%
Q4 2022$5,943,996
+14.0%
43,951
+2.6%
0.10%
+4.1%
Q3 2022$5,215,000
-14.4%
42,826
-8.9%
0.10%
-13.4%
Q2 2022$6,092,000
-11.8%
47,035
+2.0%
0.11%
+4.7%
Q1 2022$6,904,000
+37.4%
46,126
+38.0%
0.11%
+40.8%
Q4 2021$5,025,000
+7.2%
33,428
-0.4%
0.08%
-6.2%
Q3 2021$4,686,000
+29.7%
33,562
+30.5%
0.08%
+32.8%
Q2 2021$3,613,000
-100.0%
25,712
-66.4%
0.06%
-33.0%
Q1 2021$10,325,998,000
+369081.2%
76,562
+225.6%
0.09%
+49.2%
Q4 2020$2,797,000
+534.2%
23,513
+440.0%
0.06%
+454.5%
Q3 2020$441,000
-1.3%
4,354
-6.7%
0.01%
-15.4%
Q2 2020$447,000
-37.0%
4,667
-46.6%
0.01%
-50.0%
Q1 2020$710,000
-37.2%
8,741
-7.9%
0.03%
-21.2%
Q4 2019$1,131,000
+15.3%
9,492
+9.3%
0.03%0.0%
Q3 2019$981,000
+81.7%
8,685
+78.9%
0.03%
+65.0%
Q2 2019$540,000
+3.3%
4,856
+0.1%
0.02%
-9.1%
Q1 2019$523,000
+158.9%
4,851
+128.6%
0.02%
+120.0%
Q4 2018$202,000
-0.5%
2,122
+18.0%
0.01%0.0%
Q3 2018$203,000
+20.8%
1,798
+18.4%
0.01%0.0%
Q2 2018$168,000
+0.6%
1,519
-0.9%
0.01%
-9.1%
Q1 2018$167,000
+16.8%
1,533
+19.6%
0.01%0.0%
Q4 2017$143,000
-9.5%
1,282
-14.8%
0.01%
-31.2%
Q3 2017$158,000
+107.9%
1,504
+101.3%
0.02%
+77.8%
Q2 2017$76,000
+8.6%
747
+7.5%
0.01%
-18.2%
Q1 2017$70,000
+16.7%
695
+12.1%
0.01%
-59.3%
Q4 2016$60,0006200.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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