Foster Victor Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$565,538
-7.3%
4,383
-0.4%
0.07%
-2.9%
Q2 2023$610,229
+5.6%
4,399
+0.7%
0.07%
-2.9%
Q1 2023$577,713
-3.6%
4,369
+1.7%
0.07%
-7.9%
Q4 2022$599,432
+8.4%
4,297
-1.6%
0.08%
-6.2%
Q3 2022$553,000
-6.3%
4,365
-3.8%
0.08%
-8.0%
Q2 2022$590,000
-15.0%
4,537
-2.8%
0.09%
-7.4%
Q1 2022$694,000
-7.2%
4,670
-4.8%
0.10%
-6.9%
Q4 2021$748,000
-28.9%
4,903
-34.9%
0.10%
-39.3%
Q3 2021$1,052,000
-3.0%
7,533
-2.3%
0.17%
-7.2%
Q2 2021$1,084,000
-2.8%
7,712
-5.2%
0.18%
-12.6%
Q1 2021$1,115,000
+7.8%
8,138
-6.4%
0.21%
-12.3%
Q4 2020$1,034,000
+16.7%
8,695
-0.5%
0.24%
-1.7%
Q3 2020$886,000
+6.2%
8,743
+0.3%
0.24%
-13.4%
Q2 2020$834,000
+15.0%
8,713
+2.1%
0.28%
-12.9%
Q1 2020$725,000
-22.6%
8,537
+7.8%
0.32%
-21.7%
Q4 2019$937,000
+11.9%
7,919
+4.6%
0.41%
-12.9%
Q3 2019$837,000
-2.8%
7,570
-1.1%
0.47%
-26.3%
Q2 2019$861,000
+6.0%
7,652
+1.7%
0.63%0.0%
Q1 2019$812,000
+19.1%
7,527
+5.2%
0.63%
-1.7%
Q4 2018$682,0007,1570.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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