Petix & Botte Co - 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
Petix & Botte Co ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,177,208
-0.8%
39,532
+4.9%
1.63%
+0.9%
Q2 2023$5,216,454
+112.3%
37,695
+105.7%
1.62%
-2.2%
Q1 2023$2,456,801
+19.3%
18,325
+8.3%
1.66%
+5.6%
Q3 2022$2,060,000
-7.1%
16,914
-1.2%
1.57%
-4.0%
Q2 2022$2,217,000
-56.9%
17,120
-50.2%
1.63%
+2.9%
Q1 2022$5,147,000
+104.7%
34,391
+105.6%
1.59%
-0.8%
Q4 2021$2,515,000
-37.7%
16,730
-42.2%
1.60%
+17.0%
Q3 2021$4,035,000
+142.6%
28,942
+144.5%
1.37%
+17.8%
Q2 2021$1,663,000
+11.1%
11,837
+6.6%
1.16%
+4.9%
Q1 2021$1,497,000
+23.1%
11,100
+8.6%
1.11%
+21.5%
Q4 2020$1,216,000
+25.9%
10,224
+7.2%
0.91%
+18.2%
Q3 2020$966,000
-6.9%
9,540
-56.0%
0.77%
-9.9%
Q2 2020$1,038,000
+24.2%
21,679
+110.8%
0.86%
+5.0%
Q1 2020$836,000
-35.0%
10,284
-4.7%
0.81%
-19.6%
Q4 2019$1,287,00010,7941.01%
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