WALLER FINANCIAL PLANNING GROUP, INC - 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
WALLER FINANCIAL PLANNING GROUP, INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$473,692
+5.9%
3,267
-4.4%
0.12%
-3.8%
Q3 2023$447,440
-5.4%
3,4170.0%0.13%0.0%
Q2 2023$472,791
+5.0%
3,417
+1.7%
0.13%
+1.6%
Q1 2023$450,371
-23.8%
3,359
-23.1%
0.13%
-25.1%
Q4 2022$590,893
-19.1%
4,369
-27.1%
0.17%
-23.3%
Q3 2022$730,000
-0.1%
5,994
+6.2%
0.22%
+4.2%
Q2 2022$731,000
-15.1%
5,644
-1.9%
0.21%
-6.1%
Q1 2022$861,000
+2.4%
5,751
+2.8%
0.23%
+8.1%
Q4 2021$841,000
+2.6%
5,597
-4.8%
0.21%
-3.2%
Q3 2021$820,000
-0.6%
5,877
+0.1%
0.22%
-1.4%
Q2 2021$825,000
+5.5%
5,870
+1.3%
0.22%
-1.8%
Q1 2021$782,000
+11.4%
5,795
-1.8%
0.22%
+2.7%
Q4 2020$702,000
+15.8%
5,900
-1.3%
0.22%
-1.4%
Q3 2020$606,000
+5.9%
5,9790.0%0.22%
-0.4%
Q2 2020$572,000
-24.8%
5,979
-36.1%
0.22%
-43.8%
Q1 2020$761,000
-8.9%
9,356
+33.5%
0.40%
-5.3%
Q4 2019$835,000
+4.2%
7,006
-0.4%
0.42%
-1.2%
Q3 2019$801,000
-1.4%
7,031
-2.6%
0.42%
-6.2%
Q2 2019$812,000
-3.0%
7,217
-3.9%
0.45%
-6.6%
Q1 2019$837,000
+20.4%
7,507
+2.9%
0.48%
+0.8%
Q4 2018$695,0007,2930.48%
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