Guidance Point Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$785,001
-4.8%
5,994
+0.5%
0.32%
+0.9%
Q2 2023$824,985
+3.8%
5,962
+0.6%
0.32%
-0.9%
Q1 2023$794,818
-0.3%
5,928
+0.5%
0.32%
-5.3%
Q4 2022$797,478
+12.0%
5,897
+0.8%
0.34%
+4.0%
Q3 2022$712,000
-5.4%
5,849
+0.6%
0.32%0.0%
Q2 2022$753,000
-13.0%
5,816
+0.4%
0.32%
-0.9%
Q1 2022$866,0000.0%5,790
+0.5%
0.33%
+4.5%
Q4 2021$866,000
+8.2%
5,764
+0.6%
0.31%
+7.5%
Q3 2021$800,000
-0.2%
5,731
+0.4%
0.29%
-6.1%
Q2 2021$802,000
+4.7%
5,708
+0.5%
0.31%
-2.2%
Q1 2021$766,000
+14.0%
5,680
+0.4%
0.32%
+2.9%
Q4 2020$672,000
+18.1%
5,657
+0.6%
0.31%
-1.6%
Q3 2020$569,000
+6.6%
5,621
+0.6%
0.31%
+5.7%
Q2 2020$534,0005,5860.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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