Joseph P. Lucia & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$662,527
-22.1%
5,059
-17.7%
0.46%
-18.6%
Q2 2023$850,346
-5.1%
6,145
-8.1%
0.57%
-8.8%
Q1 2023$895,990
-0.6%
6,683
+0.3%
0.62%
-7.6%
Q4 2022$900,969
+8.8%
6,662
-2.0%
0.68%
+3.8%
Q3 2022$828,000
-11.3%
6,797
-5.6%
0.65%
-1.2%
Q2 2022$933,000
-20.9%
7,201
-8.6%
0.66%
-8.4%
Q1 2022$1,180,000
+26.3%
7,882
+26.8%
0.72%
+20.9%
Q4 2021$934,000
+18.5%
6,215
+10.1%
0.59%
+27.2%
Q3 2021$788,000
+6.2%
5,643
+6.9%
0.47%
+5.4%
Q2 2021$742,000
+13.1%
5,281
+8.6%
0.44%
+51.2%
Q1 2021$656,000
+21.5%
4,865
+7.2%
0.29%
-22.3%
Q4 2020$540,000
+32.0%
4,540
+12.5%
0.38%
-1.3%
Q3 2020$409,000
-23.0%
4,035
-27.2%
0.38%
-20.1%
Q2 2020$531,000
+13.7%
5,545
-3.5%
0.48%
-7.9%
Q1 2020$467,000
-40.4%
5,745
-12.6%
0.52%
-27.1%
Q4 2019$783,000
+1.8%
6,571
-3.5%
0.71%
-10.1%
Q3 2019$769,000
-6.0%
6,809
-7.3%
0.79%
-7.7%
Q2 2019$818,000
-76.5%
7,342
-98.1%
0.86%
+231.3%
Q1 2019$3,478,000385,3810.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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, LLC 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