CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,491,776
-5.5%
19,0270.0%0.23%
+1.8%
Q2 2023$2,635,956
+3.3%
19,027
-37.3%
0.22%
+0.9%
Q1 2023$2,550,950
-5.9%
30,3520.0%0.22%
-78.9%
Q4 2022$2,710,541
-26.7%
30,3520.0%1.06%
-71.6%
Q3 2022$3,696,000
-6.0%
30,3520.0%3.71%
+931.4%
Q2 2022$3,931,000
-13.9%
30,3520.0%0.36%
+1.1%
Q4 2021$4,563,000
+7.7%
30,3520.0%0.36%0.0%
Q3 2021$4,237,000
-99.2%
30,352
-92.2%
0.36%
-98.6%
Q1 2021$522,993,000
+933816.1%
387,776
+56262.8%
25.12%
+358700.0%
Q1 2020$56,000
-31.7%
6880.0%0.01%
-22.2%
Q4 2019$82,0006880.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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