LPWM LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 558 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
LPWM LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,457,236
-3.2%
19,072
+4.6%
1.10%
-1.3%
Q2 2023$2,537,616
+20.0%
18,230
+15.6%
1.12%
+10.1%
Q1 2023$2,115,088
+6.9%
15,776
+11.9%
1.02%
-4.4%
Q4 2022$1,977,808
+10.7%
14,099
-3.9%
1.06%
-0.1%
Q3 2022$1,787,000
+19.5%
14,678
+28.7%
1.06%
+27.7%
Q2 2022$1,496,000
-11.3%
11,404
+0.5%
0.83%
-0.6%
Q1 2022$1,686,000
+0.4%
11,344
+1.5%
0.84%
-5.8%
Q4 2021$1,680,000
+8.2%
11,173
+1.9%
0.89%
-3.4%
Q3 2021$1,553,000
+0.3%
10,969
+0.1%
0.92%
-0.9%
Q2 2021$1,549,000
+5.4%
10,956
+1.5%
0.93%
-5.9%
Q1 2021$1,470,000
+16.4%
10,794
+1.7%
0.99%
+4.8%
Q4 2020$1,263,000
+16.6%
10,616
-0.3%
0.94%
+7.3%
Q3 2020$1,083,000
+5.4%
10,649
-0.9%
0.88%
-6.3%
Q2 2020$1,028,000
+153.2%
10,743
+115.2%
0.94%
+112.2%
Q1 2020$406,0004,9910.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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