Marotta Asset Management - 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
Marotta Asset Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$35,560,572
+9.6%
245,228
-1.1%
7.64%
+1.7%
Q3 2023$32,457,520
-8.9%
247,843
-3.7%
7.51%
-5.5%
Q2 2023$35,616,660
+8.2%
257,383
+5.8%
7.94%
+0.3%
Q4 2022$32,904,703
-99.9%
243,306
+1.0%
7.92%
+3.4%
Q3 2022$29,325,382,000
-3.5%
240,826
+4.0%
7.65%
+2.3%
Q2 2022$30,378,433,000
-5.4%
231,490
+7.9%
7.48%
+0.2%
Q1 2022$32,095,983,000
+3.3%
214,445
+3.7%
7.46%
+6.0%
Q4 2021$31,076,518,000
+8.8%
206,722
+1.1%
7.04%
+2.1%
Q3 2021$28,554,852,000
+3.3%
204,533
+4.9%
6.90%
+4.1%
Q2 2021$27,632,532,000
+4.3%
194,911
+0.2%
6.63%
-2.2%
Q1 2021$26,504,753,000
+11.8%
194,616
-2.3%
6.78%
+8.4%
Q4 2020$23,703,970,000
+23.4%
199,260
+5.1%
6.25%
+7.2%
Q3 2020$19,213,873,000
+12.1%
189,542
+5.8%
5.83%
+6.1%
Q2 2020$17,142,358,000
+48.2%
179,126
+19.1%
5.50%
+23.5%
Q1 2020$11,564,213,000
-33.2%
150,419
+2.5%
4.45%
-16.1%
Q4 2019$17,322,400,000146,8005.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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