Petix & Botte Co - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 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 Q3 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders