Summit Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,726,379
-13.6%
196,445
-8.7%
1.90%
-12.4%
Q2 2023$29,776,133
+9.2%
215,177
+5.8%
2.17%
-8.9%
Q1 2023$27,275,088
-2.2%
203,439
-1.3%
2.38%
-9.1%
Q4 2022$27,881,307
-99.9%
206,162
+15.3%
2.62%
+27.1%
Q3 2022$21,777,580,000
-3.6%
178,842
+2.6%
2.06%
-2.6%
Q2 2022$22,586,685,000
-20.7%
174,388
-8.4%
2.12%
-4.7%
Q1 2022$28,482,775,000
-0.3%
190,304
+0.2%
2.22%
+2.0%
Q4 2021$28,565,059,000
+9.2%
190,016
+1.4%
2.18%
-2.9%
Q3 2021$26,152,197,000
+2.6%
187,323
+3.3%
2.24%
-11.1%
Q2 2021$25,478,471,000
-7.4%
181,341
-11.1%
2.52%
-30.4%
Q1 2021$27,510,374,000
+12.4%
203,977
-0.9%
3.63%
+5.4%
Q4 2020$24,481,350,000
+17.2%
205,795
-0.2%
3.44%
-0.4%
Q3 2020$20,895,650,000
+6.1%
206,132
+0.2%
3.46%
-0.9%
Q2 2020$19,687,120,000
-17.5%
205,717
-30.0%
3.49%
-33.6%
Q1 2020$23,875,355,000
-30.9%
293,706
+1.3%
5.25%
-10.6%
Q4 2019$34,567,226,000
-0.5%
290,018
-9.2%
5.87%
-0.3%
Q3 2019$34,749,323,000
+4.0%
319,281
+6.9%
5.89%
+4.4%
Q2 2019$33,423,169,000
+5.5%
298,565
+2.2%
5.64%
+3.8%
Q1 2019$31,666,357,000
+13.1%
292,120
-0.6%
5.43%
-0.0%
Q4 2018$27,994,139,000293,8715.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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