Wambolt & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 498 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,041,029
-2.8%
8,080
+4.4%
0.38%
-0.8%
Q2 2023$1,070,522
-0.4%
7,736
-3.6%
0.38%0.0%
Q1 2023$1,074,997
-0.1%
8,028
+0.9%
0.38%
-7.7%
Q4 2022$1,076,471
+17.1%
7,960
+5.5%
0.41%
+5.9%
Q3 2022$919,000
-4.4%
7,546
+1.7%
0.39%
+1.0%
Q2 2022$961,000
-6.9%
7,417
+8.1%
0.39%
+2.7%
Q1 2022$1,032,000
+0.9%
6,864
+0.9%
0.38%
+1.6%
Q4 2021$1,023,000
+13.4%
6,804
+6.8%
0.37%
+2.2%
Q3 2021$902,000
+27.2%
6,371
+27.3%
0.36%
+20.3%
Q2 2021$709,000
+24.4%
5,004
+19.5%
0.30%
+1.3%
Q1 2021$570,000
+29.3%
4,186
+13.0%
0.30%
+12.9%
Q4 2020$441,000
+35.3%
3,703
+15.2%
0.26%
+7.8%
Q3 2020$326,000
+24.9%
3,215
+17.8%
0.24%
+19.0%
Q2 2020$261,000
+17.6%
2,7300.0%0.20%
-10.5%
Q1 2020$222,000
-45.7%
2,730
-20.4%
0.23%
-26.6%
Q4 2019$409,000
+5.7%
3,429
+0.1%
0.31%
-2.5%
Q3 2019$387,000
-12.8%
3,424
-14.2%
0.32%
-14.9%
Q2 2019$444,000
+1.4%
3,9890.0%0.38%
-5.5%
Q1 2019$438,000
+14.7%
3,989
-0.4%
0.40%
-5.5%
Q4 2018$382,0004,0060.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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