Wolff Financial Management 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
Wolff Financial Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,436
-12.6%
10,962
-10.6%
0.49%
-14.3%
Q1 2023$1,643
-23.3%
12,258
-22.6%
0.57%
-27.8%
Q4 2022$2,142
-100.0%
15,836
-63.0%
0.79%
-66.7%
Q3 2022$5,207,000
-5.9%
42,764
+0.1%
2.38%
-3.5%
Q2 2022$5,533,000
-14.3%
42,723
-1.0%
2.46%
-4.0%
Q1 2022$6,459,000
-0.6%
43,157
-0.1%
2.56%
+4.3%
Q4 2021$6,497,000
+9.6%
43,219
-1.7%
2.46%
-9.5%
Q1 2021$5,929,000
+11.5%
43,964
-1.6%
2.72%
-2.5%
Q4 2020$5,316,000
+13.8%
44,686
-3.1%
2.79%
+0.5%
Q3 2020$4,673,000
+8.1%
46,098
+2.1%
2.77%
+0.9%
Q2 2020$4,321,000
+20.3%
45,151
+2.2%
2.75%
+1.3%
Q1 2020$3,593,000
-22.1%
44,194
+14.2%
2.71%
-11.4%
Q4 2019$4,615,000
+20.4%
38,715
+14.1%
3.06%
+9.4%
Q3 2019$3,833,000
+25.6%
33,922
+23.8%
2.80%
+19.2%
Q2 2019$3,051,000
+28.5%
27,403
+24.5%
2.35%
+19.2%
Q1 2019$2,374,000
+53.6%
22,002
+35.6%
1.97%
+31.0%
Q4 2018$1,546,00016,2251.50%
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