Sound Income Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,563
-93.7%
20
-93.2%
0.00%
-100.0%
Q2 2023$40,782
+919.6%
295
+883.3%
0.00%
+300.0%
Q2 2022$4,0000.0%30
+20.0%
0.00%
Q1 2022$4,000
-55.6%
25
-58.3%
0.00%
-100.0%
Q4 2021$9,000
+12.5%
600.0%0.00%0.0%
Q3 2021$8,0000.0%600.0%0.00%0.0%
Q2 2021$8,000
-99.9%
60
+3.4%
0.00%0.0%
Q1 2021$7,822,000
+260633.3%
58
+132.0%
0.00%0.0%
Q4 2020$3,0000.0%250.0%0.00%0.0%
Q3 2020$3,000
+50.0%
250.0%0.00%0.0%
Q2 2020$2,0000.0%250.0%0.00%0.0%
Q1 2020$2,000250.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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