Edge Capital Group, 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
Edge Capital Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$345,000
+71.6%
2,667
+99.8%
0.03%
+114.3%
Q4 2021$201,000
-5.6%
1,335
-12.1%
0.01%
-17.6%
Q2 2021$213,000
-30.4%
1,518
-33.0%
0.02%
-34.6%
Q1 2021$306,000
+2.7%
2,265
-9.4%
0.03%
+4.0%
Q4 2020$298,000
-47.8%
2,501
-55.6%
0.02%
-56.1%
Q3 2020$571,000
+5.9%
5,6280.0%0.06%
+1.8%
Q2 2020$539,000
+17.7%
5,6280.0%0.06%
+1.8%
Q1 2020$458,000
-31.7%
5,6280.0%0.06%
-15.4%
Q4 2019$671,000
+0.6%
5,628
-4.7%
0.06%
-3.0%
Q3 2019$667,000
+1.5%
5,9030.0%0.07%
+6.3%
Q2 2019$657,000
+3.3%
5,903
+0.1%
0.06%0.0%
Q1 2019$636,000
+13.2%
5,8990.0%0.06%
+3.3%
Q4 2018$562,0005,8990.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
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