Paradigm Financial Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 706 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
Paradigm Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,346,008
-3.9%
10,547
+4.2%
0.37%
-2.1%
Q2 2023$1,401,236
+19.4%
10,126
+15.6%
0.38%
+19.6%
Q1 2023$1,173,917
+70.9%
8,756
+77.8%
0.32%
+58.5%
Q4 2022$687,038
+10.3%
4,9250.0%0.20%
+3.6%
Q3 2022$623,000
-42.9%
4,925
-40.6%
0.19%
-41.2%
Q2 2022$1,092,000
-12.1%
8,296
-0.7%
0.33%
+18.8%
Q1 2022$1,242,000
+23.8%
8,357
+25.3%
0.28%
+31.4%
Q4 2021$1,003,000
+14.2%
6,671
+8.9%
0.21%
+1.0%
Q3 2021$878,000
+8.0%
6,125
+5.9%
0.21%
+2.5%
Q2 2021$813,000
+279.9%
5,784
+135.3%
0.20%
+84.5%
Q1 2020$214,000
-63.8%
2,458
-50.4%
0.11%
-52.2%
Q4 2019$591,000
+44.5%
4,958
+32.7%
0.23%
+22.3%
Q3 2019$409,000
-8.9%
3,735
-7.4%
0.19%
-6.0%
Q2 2019$449,000
+23.0%
4,034
+19.3%
0.20%
+17.6%
Q1 2019$365,0003,3820.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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