Wells Trecaso Financial Group, 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
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,422,357
-6.6%
10,861
-1.3%
0.63%
-3.4%
Q2 2023$1,522,318
+3.0%
11,001
-0.2%
0.66%
-4.2%
Q1 2023$1,478,256
-1.2%
11,026
-0.3%
0.68%
-8.4%
Q4 2022$1,496,295
+9.3%
11,064
-1.6%
0.75%
-0.5%
Q3 2022$1,369,000
-1.7%
11,240
+4.6%
0.75%
+4.2%
Q2 2022$1,392,000
-14.3%
10,750
-0.9%
0.72%
-0.3%
Q1 2022$1,624,000
-0.4%
10,8500.0%0.72%
+2.0%
Q4 2021$1,631,000
+7.9%
10,850
+0.3%
0.71%
-1.7%
Q3 2021$1,511,000
-1.8%
10,820
-1.1%
0.72%
-2.6%
Q2 2021$1,538,000
+4.2%
10,9450.0%0.74%
-4.9%
Q1 2021$1,476,000
+13.4%
10,9450.0%0.78%
+7.3%
Q4 2020$1,302,000
+8.9%
10,945
-7.2%
0.72%
-5.0%
Q3 2020$1,196,000
+30.7%
11,796
+23.3%
0.76%
+20.9%
Q2 2020$915,000
+17.9%
9,564
+0.2%
0.63%
-8.7%
Q1 2020$776,000
-26.4%
9,548
+7.9%
0.69%
-9.3%
Q4 2019$1,055,000
+5.6%
8,853
+0.2%
0.76%
-4.3%
Q3 2019$999,000
+1.5%
8,838
+0.0%
0.80%
-1.6%
Q2 2019$984,000
-6.1%
8,835
-9.1%
0.81%
-8.1%
Q1 2019$1,048,000
+14.0%
9,715
+0.7%
0.88%
+0.2%
Q4 2018$919,000
+73.1%
9,650
+105.5%
0.88%
+99.1%
Q3 2018$531,000
+2.3%
4,6950.0%0.44%
-9.4%
Q2 2018$519,000
+1.0%
4,6950.0%0.49%
-0.4%
Q1 2018$514,000
+46.9%
4,695
+49.6%
0.49%
+42.6%
Q4 2017$350,0003,1380.34%
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