CBIZ Investment Advisory Services, 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
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 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, 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