Financial Advocates Investment Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 539 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,216,791
-11.1%
9,291
-6.1%
0.09%
-10.2%
Q2 2023$1,368,732
-15.1%
9,891
-17.8%
0.10%
-15.5%
Q1 2023$1,612,336
-35.5%
12,026
-34.9%
0.12%
-37.6%
Q4 2022$2,497,901
-56.9%
18,470
-61.2%
0.19%
-61.1%
Q3 2022$5,794,000
+7.0%
47,580
+13.8%
0.48%
+8.6%
Q2 2022$5,416,000
+2.2%
41,815
+18.1%
0.44%
+26.1%
Q1 2022$5,298,000
+10.8%
35,400
+12.8%
0.35%
+15.9%
Q4 2021$4,783,000
+25.6%
31,377
+15.0%
0.30%
+17.1%
Q3 2021$3,808,000
+8.5%
27,276
+9.2%
0.26%
+9.8%
Q2 2021$3,510,000
+10.0%
24,980
+5.6%
0.23%
+3.5%
Q1 2021$3,192,000
+31.3%
23,666
+16.1%
0.23%
+36.1%
Q4 2020$2,431,000
+35.6%
20,388
+15.3%
0.17%
+8.5%
Q3 2020$1,793,000
-69.0%
17,682
-59.7%
0.15%
-72.1%
Q2 2020$5,787,000
+271.2%
43,927
+129.0%
0.55%
+146.8%
Q1 2020$1,559,000
+56.2%
19,180
+129.0%
0.22%
+109.4%
Q4 2019$998,000
+10.6%
8,374
+4.9%
0.11%
+2.9%
Q3 2019$902,000
-60.0%
7,985
-60.6%
0.10%
-60.7%
Q2 2019$2,257,000
-13.8%
20,274
-16.5%
0.26%
-19.6%
Q1 2019$2,619,000
+3.9%
24,278
-8.2%
0.33%
-5.2%
Q4 2018$2,521,000
-12.9%
26,461
+3.4%
0.34%
+6.5%
Q3 2018$2,893,000
+1.3%
25,591
-1.0%
0.32%
-6.6%
Q2 2018$2,856,000
+10.8%
25,853
+9.7%
0.35%
+3.3%
Q1 2018$2,578,000
+3.9%
23,573
+5.9%
0.34%
-1.2%
Q4 2017$2,482,00022,2510.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders