White Lighthouse Investment Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,771,585
-6.6%
21,164
-1.4%
0.67%
-5.1%
Q2 2023$2,968,957
+3.2%
21,455
-0.0%
0.71%
-2.2%
Q1 2023$2,876,811
-1.5%
21,458
-0.6%
0.72%
-8.6%
Q4 2022$2,919,697
+8.0%
21,589
-2.8%
0.79%
+0.8%
Q3 2022$2,704,000
-2.2%
22,207
+4.0%
0.79%
-0.5%
Q2 2022$2,765,000
-11.1%
21,352
+2.8%
0.79%0.0%
Q1 2022$3,109,000
-0.2%
20,772
+0.3%
0.79%
+1.9%
Q4 2021$3,114,000
+10.8%
20,717
+2.9%
0.78%
+2.9%
Q3 2021$2,810,000
+2.8%
20,127
+3.5%
0.75%
+0.7%
Q2 2021$2,733,000
+7.3%
19,449
+3.0%
0.75%
-3.9%
Q1 2021$2,546,000
+4.5%
18,876
-7.9%
0.78%
+0.1%
Q4 2020$2,437,000
+19.1%
20,486
+1.4%
0.78%
+9.7%
Q3 2020$2,047,000
-5.5%
20,195
-10.8%
0.71%
-10.8%
Q2 2020$2,166,000
-9.8%
22,630
-23.3%
0.80%
-20.8%
Q1 2020$2,400,000
-29.8%
29,520
+2.9%
1.00%
-19.9%
Q4 2019$3,419,000
+6.6%
28,689
+1.1%
1.25%
-2.9%
Q3 2019$3,208,000
+5.9%
28,388
+4.4%
1.29%
+2.1%
Q2 2019$3,029,000
+8.8%
27,202
+5.4%
1.26%
-1.1%
Q1 2019$2,784,000
+32.0%
25,803
+16.5%
1.28%
+10.3%
Q4 2018$2,109,000
-13.1%
22,143
+3.1%
1.16%
-6.5%
Q3 2018$2,428,000
+5.6%
21,470
+3.1%
1.24%
-1.8%
Q2 2018$2,299,000
+14.0%
20,815
+12.9%
1.26%
+9.2%
Q1 2018$2,016,000
+0.0%
18,434
+2.1%
1.16%
-0.1%
Q4 2017$2,015,00018,0571.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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