WealthShield Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,150,247
+3.2%
24,055
+9.1%
0.48%
+3.3%
Q2 2023$3,052,033
+1.8%
22,053
-1.4%
0.46%
-4.8%
Q1 2023$2,998,476
-2.7%
22,365
-1.9%
0.48%
-18.1%
Q4 2022$3,082,525
+13.4%
22,793
+2.1%
0.59%
+9.5%
Q3 2022$2,718,000
-6.3%
22,321
-0.3%
0.54%
-6.3%
Q2 2022$2,900,000
-13.7%
22,388
-0.3%
0.58%
+6.9%
Q1 2022$3,361,000
-31.1%
22,459
-30.7%
0.54%
-33.7%
Q4 2021$4,875,000
+212.5%
32,430
+190.6%
0.81%
+94.0%
Q3 2021$1,560,000
-16.3%
11,158
-15.9%
0.42%
+43.2%
Q2 2021$1,863,000
+21.6%
13,262
+16.8%
0.29%
+6.2%
Q1 2021$1,532,000
+13.9%
11,358
+0.4%
0.28%
+10.9%
Q4 2020$1,345,000
+16.0%
11,309
-1.1%
0.25%
-38.9%
Q3 2020$1,159,000
+6.0%
11,4380.0%0.41%
-19.3%
Q2 2020$1,093,000
-30.2%
11,438
-40.5%
0.50%
-47.4%
Q1 2020$1,565,000
-34.0%
19,226
-3.5%
0.96%
-17.3%
Q4 2019$2,373,000
+5.8%
19,914
+0.3%
1.16%
-2.7%
Q3 2019$2,243,000
+1.5%
19,8540.0%1.19%
-7.3%
Q2 2019$2,210,000
+1.9%
19,854
-1.2%
1.28%
+5.8%
Q1 2019$2,168,000
+12.5%
20,105
-0.6%
1.21%
-7.7%
Q4 2018$1,927,000
-17.0%
20,225
-0.9%
1.31%
-1.0%
Q3 2018$2,323,000
+2.0%
20,402
-1.0%
1.33%
-4.5%
Q2 2018$2,277,000
+1.0%
20,6090.0%1.39%
-2.8%
Q1 2018$2,255,000
+0.4%
20,609
+2.9%
1.43%
+4.5%
Q4 2017$2,245,00020,0271.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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