Arkadios Wealth Advisors - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$286,500
-5.0%
2,188
+0.4%
0.03%
-22.9%
Q2 2023$301,711
+2.2%
2,180
-1.0%
0.04%0.0%
Q1 2023$295,208
+0.0%
2,202
+0.9%
0.04%
-10.3%
Q4 2022$295,165
+37.9%
2,183
+32.2%
0.04%
+21.9%
Q2 2022$214,000
-9.7%
1,651
+4.2%
0.03%
+3.2%
Q1 2022$237,000
-4.8%
1,584
-4.5%
0.03%
-6.1%
Q4 2021$249,000
+90.1%
1,659
+76.7%
0.03%
+73.7%
Q3 2021$131,000
-19.6%
939
-19.4%
0.02%
-5.0%
Q2 2021$163,000
+15.6%
1,165
+11.1%
0.02%
-13.0%
Q1 2021$141,000
+22.6%
1,049
+7.7%
0.02%
-4.2%
Q4 2020$115,000
-99.6%
974
+239.4%
0.02%
+60.0%
Q3 2020$30,634,000
+331.6%
287
+293.2%
0.02%
+275.0%
Q2 2020$7,097,000
-66.7%
73
-72.1%
0.00%
-71.4%
Q1 2020$21,334,000
-32.6%
262
+0.8%
0.01%
-26.3%
Q4 2019$31,631,0002600.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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