GREAT VALLEY ADVISOR GROUP, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$685,970
-10.1%
5,236
-5.0%
0.03%
-12.5%
Q2 2023$762,732
-26.5%
5,512
-28.8%
0.03%
-33.3%
Q1 2023$1,037,058
-46.5%
7,738
-46.1%
0.05%
-51.5%
Q4 2022$1,939,537
+10.2%
14,343
-0.8%
0.10%0.0%
Q3 2022$1,760,000
-7.9%
14,457
-2.0%
0.10%
-5.7%
Q2 2022$1,910,000
+185.5%
14,752
+230.6%
0.10%
+169.2%
Q1 2022$669,000
-2.9%
4,462
-3.3%
0.04%
-9.3%
Q4 2021$689,000
+26.7%
4,615
+18.5%
0.04%
+16.2%
Q3 2021$544,000
+88.2%
3,894
+87.6%
0.04%
+76.2%
Q2 2021$289,000
+37.0%
2,076
+32.7%
0.02%
+5.0%
Q1 2021$211,000
-5.0%
1,565
-16.0%
0.02%
-13.0%
Q4 2020$222,000
+3.7%
1,862
-16.4%
0.02%
-34.3%
Q2 2020$214,000
-60.2%
2,228
-50.7%
0.04%
-70.8%
Q4 2019$538,000
-1.5%
4,518
-6.6%
0.12%
-9.1%
Q3 2019$546,000
-13.5%
4,835
-14.7%
0.13%
-17.0%
Q2 2019$631,000
-36.5%
5,666
-38.5%
0.16%
-49.7%
Q1 2019$994,000
-24.7%
9,212
-31.4%
0.32%
-35.9%
Q4 2018$1,320,00013,4240.49%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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