WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 505 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$254,366
-7.8%
1,897
-7.0%
0.10%
-11.6%
Q4 2022$275,925
+10.4%
2,040
-0.7%
0.11%
+3.7%
Q3 2022$250,000
-11.7%
2,055
-6.1%
0.11%
-6.9%
Q2 2022$283,000
-15.0%
2,188
-1.8%
0.12%
-0.9%
Q1 2022$333,000
-22.0%
2,227
-27.2%
0.12%
-26.9%
Q3 2021$427,000
+2.6%
3,061
+3.5%
0.16%
-1.8%
Q2 2021$416,000
+59.4%
2,958
+52.7%
0.16%
+45.5%
Q1 2021$261,000
+3.2%
1,937
-8.8%
0.11%
-8.2%
Q4 2020$253,000
+5.9%
2,123
-10.1%
0.12%
-9.6%
Q3 2020$239,000
-13.1%
2,361
-17.7%
0.14%
-20.1%
Q2 2020$275,000
+4483.3%
2,870
+4455.6%
0.17%
+3280.0%
Q4 2018$6,000630.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders