Retirement 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
Retirement Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$76,874
-5.4%
5870.0%0.03%
-5.9%
Q2 2023$81,229
+102721.5%
5870.0%0.03%
-5.6%
Q1 2023$790.0%5870.0%0.04%
-5.3%
Q4 2022$79
-99.9%
587
-21.8%
0.04%
-5.0%
Q2 2022$97,000
+10.2%
751
+27.9%
0.04%
+17.6%
Q1 2022$88,0000.0%5870.0%0.03%
-10.5%
Q4 2021$88,000
+7.3%
5870.0%0.04%0.0%
Q3 2021$82,0000.0%5870.0%0.04%
-2.6%
Q2 2021$82,000
+3.8%
587
+0.7%
0.04%
+8.3%
Q1 2021$79,000
+17.9%
583
+3.4%
0.04%
+16.1%
Q4 2020$67,000
+21.8%
564
+3.7%
0.03%0.0%
Q3 2020$55,0000.0%544
-4.9%
0.03%
-8.8%
Q2 2020$55,000
-16.7%
572
+3.6%
0.03%
-20.9%
Q4 2019$66,0005520.04%
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