Kovack Advisors, Inc. - 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
Kovack Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$681,009
-6.4%
5,200
-1.1%
0.10%
+2.2%
Q2 2023$727,289
+4.3%
5,256
+1.1%
0.09%
-2.1%
Q1 2023$697,325
-3.2%
5,201
-2.4%
0.10%
-9.5%
Q4 2022$720,610
-42.9%
5,328
-48.6%
0.10%
-43.2%
Q3 2022$1,262,000
-67.6%
10,365
-65.5%
0.18%
-64.0%
Q2 2022$3,893,000
+99.6%
30,055
+130.6%
0.51%
+157.0%
Q1 2022$1,950,000
+108.6%
13,033
+109.6%
0.20%
+122.2%
Q4 2021$935,000
+6.4%
6,219
-1.3%
0.09%
-6.2%
Q3 2021$879,000
-0.2%
6,298
+0.5%
0.10%
-4.0%
Q2 2021$881,000
+4.5%
6,268
+0.3%
0.10%
-9.1%
Q1 2021$843,000
+14.9%
6,251
+1.3%
0.11%
+3.8%
Q4 2020$734,000
+16.7%
6,168
-0.5%
0.11%
-5.4%
Q3 2020$629,000
+6.8%
6,201
+0.7%
0.11%
-2.6%
Q2 2020$589,000
+20.0%
6,159
+2.0%
0.12%
+1.8%
Q1 2020$491,000
-17.5%
6,040
+20.9%
0.11%
+6.6%
Q4 2019$595,000
+11.6%
4,995
+6.0%
0.11%
-2.8%
Q3 2019$533,000
-3.6%
4,713
-5.0%
0.11%
-13.5%
Q2 2019$553,000
+1.5%
4,963
-1.8%
0.13%
-7.4%
Q1 2019$545,000
+32.0%
5,055
+16.7%
0.14%
+12.4%
Q4 2018$413,000
-13.6%
4,333
+2.6%
0.12%
-1.6%
Q3 2018$478,000
+1.9%
4,225
-0.6%
0.12%
-6.1%
Q2 2018$469,000
-1.7%
4,249
-2.5%
0.13%
+9.2%
Q1 2018$477,000
-2.9%
4,357
-1.1%
0.12%
-3.2%
Q4 2017$491,000
+7.9%
4,405
+2.3%
0.12%
-17.9%
Q3 2017$455,000
+4.1%
4,308
+1.4%
0.15%
+9.4%
Q2 2017$437,000
+9.5%
4,248
+8.6%
0.14%
-11.0%
Q1 2017$399,000
+3.9%
3,910
-1.0%
0.16%
-15.3%
Q4 2016$384,000
+23.5%
3,948
+18.8%
0.18%
+21.2%
Q3 2016$311,000
+26.9%
3,324
+21.0%
0.15%
+16.2%
Q2 2016$245,000
+0.8%
2,748
-1.5%
0.13%
-14.5%
Q1 2016$243,000
+18.0%
2,790
+16.2%
0.15%
+11.8%
Q4 2015$206,000
-2.8%
2,402
+2.7%
0.14%
-9.3%
Q2 2015$212,000
+3.4%
2,338
+4.7%
0.15%
-13.3%
Q1 2015$205,0002,2320.17%
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