Essex Savings Bank - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 520 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Essex Savings Bank ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$532,000
+11.5%
3,693
-1.2%
0.21%
-1.4%
Q1 2021$477,000
+7.4%
3,7380.0%0.21%
+5.6%
Q4 2020$444,000
+16.8%
3,738
-0.1%
0.20%
+6.5%
Q3 2020$380,000
+6.7%
3,743
+0.6%
0.19%
-11.8%
Q2 2020$356,000
+19.5%
3,722
+1.7%
0.21%
-0.5%
Q1 2020$298,000
-59.2%
3,661
-40.2%
0.21%
-43.0%
Q4 2019$730,000
+5.5%
6,124
-0.1%
0.37%
+1.6%
Q3 2019$692,000
-6.7%
6,128
-8.1%
0.37%
+40.2%
Q2 2019$742,000
+21.8%
6,667
+18.0%
0.26%
-24.6%
Q1 2019$609,000
+13.4%
5,649
+0.2%
0.35%
+3.0%
Q4 2018$537,0005,6390.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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