Financial Gravity Asset Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 706 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,554,075
+4609.3%
12
-94.7%
0.02%
+1600.0%
Q4 2021$33,000
-5.7%
226
-7.8%
0.00%
-93.8%
Q3 2021$35,000
+2.9%
2450.0%0.02%
+33.3%
Q2 2021$34,000
+6.2%
245
+3.4%
0.01%
+1100.0%
Q1 2021$32,000
+14.3%
2370.0%0.00%
-96.2%
Q4 2020$28,000
+86.7%
237
+28.8%
0.03%
Q1 2020$15,000
-28.6%
184
+2.2%
0.00%
-100.0%
Q4 2019$21,000
+5.0%
180
+4.0%
0.01%
-17.6%
Q3 2019$20,000
+5.3%
1730.0%0.02%
+6.2%
Q2 2019$19,0000.0%1730.0%0.02%
+6.7%
Q1 2019$19,0000.0%173
-2.8%
0.02%
-25.0%
Q3 2018$19,000
+1800.0%
178
+3460.0%
0.02%
+1900.0%
Q2 2018$1,00050.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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