Lutz Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,109,157
-7.0%
69,557
-1.7%
0.99%
-5.8%
Q2 2023$9,793,262
-0.2%
70,771
-3.4%
1.05%
-6.0%
Q1 2023$9,817,248
+8.7%
73,225
+9.7%
1.12%
+1.0%
Q4 2022$9,027,545
+12.0%
66,752
+0.8%
1.11%
+0.6%
Q3 2022$8,063,000
-13.3%
66,212
-7.8%
1.10%
-10.7%
Q2 2022$9,303,000
-5.2%
71,824
+9.6%
1.23%
+2.0%
Q1 2022$9,811,000
+2.7%
65,552
+3.2%
1.21%
+3.2%
Q4 2021$9,550,000
+5.5%
63,526
-2.0%
1.17%
-0.3%
Q3 2021$9,054,000
+9.9%
64,850
+10.6%
1.18%
+7.2%
Q2 2021$8,238,000
-1.4%
58,636
-5.3%
1.10%
-11.2%
Q1 2021$8,351,000
+11.2%
61,919
-1.9%
1.24%
+0.2%
Q4 2020$7,508,000
+15.4%
63,113
-1.6%
1.23%
-1.7%
Q3 2020$6,505,000
+5.8%
64,169
-0.1%
1.25%
+0.1%
Q2 2020$6,147,000
-41.9%
64,236
-50.7%
1.25%
-46.7%
Q1 2020$10,582,000
+221.2%
130,174
+370.9%
2.35%
+302.1%
Q4 2019$3,295,000
+5.9%
27,646
+0.5%
0.58%
-1.8%
Q3 2019$3,110,000
+12.2%
27,519
+10.5%
0.60%
+10.0%
Q2 2019$2,772,000
+6.8%
24,898
+3.5%
0.54%
+2.5%
Q1 2019$2,596,000
+6.7%
24,065
-5.7%
0.53%
-2.6%
Q4 2018$2,432,00025,5280.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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