Global Retirement Partners, LLC - 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
Global Retirement Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,398,981
+0.6%
10,891
+8.3%
0.07%
+2.9%
Q2 2023$1,391,179
+2.7%
10,053
-2.0%
0.07%
-5.6%
Q1 2023$1,354,433
+42.7%
10,259
+46.2%
0.07%
+10.8%
Q4 2022$949,272
+35.2%
7,019
+34.0%
0.06%
+22.6%
Q3 2022$702,000
+23.2%
5,240
+19.1%
0.05%
+15.2%
Q2 2022$570,000
-2.9%
4,398
+4.4%
0.05%0.0%
Q1 2022$587,000
+92.5%
4,212
+93.0%
0.05%
+53.3%
Q3 2021$305,000
+5.2%
2,182
+5.7%
0.03%0.0%
Q2 2021$290,000
+3.6%
2,065
-0.6%
0.03%
-9.1%
Q1 2021$280,000
+20.2%
2,078
+6.3%
0.03%
+13.8%
Q4 2020$233,000
+21.4%
1,955
+3.4%
0.03%
+3.6%
Q3 2020$192,000
-8.6%
1,891
-13.7%
0.03%
-17.6%
Q2 2020$210,000
+30.4%
2,192
+10.7%
0.03%
+13.3%
Q1 2020$161,000
-3.6%
1,981
+41.2%
0.03%
+15.4%
Q4 2019$167,000
+17.6%
1,403
+11.4%
0.03%
+13.0%
Q3 2019$142,000
+8.4%
1,259
+7.3%
0.02%
-8.0%
Q2 2019$131,000
+6.5%
1,173
+3.2%
0.02%
-16.7%
Q1 2019$123,000
+23.0%
1,137
+8.6%
0.03%
+15.4%
Q4 2018$100,000
-5.7%
1,047
+12.0%
0.03%
+8.3%
Q3 2018$106,000
+17.8%
935
+14.9%
0.02%
+4.3%
Q2 2018$90,000
+150.0%
814
+145.9%
0.02%
+130.0%
Q1 2018$36,000
+9.1%
331
+13.0%
0.01%
+11.1%
Q4 2017$33,000
+65.0%
293
+54.2%
0.01%
+12.5%
Q3 2017$20,000
+5.3%
190
+0.5%
0.01%
-11.1%
Q2 2017$19,000
-42.4%
189
-42.2%
0.01%
-50.0%
Q1 2017$33,000
-5.7%
327
-10.4%
0.02%
-25.0%
Q4 2016$35,0003650.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders