Capital Advisors Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$959,605
-74.3%
7,327
-72.8%
0.25%
-73.7%
Q2 2023$3,732,840
+6.0%
26,975
+2.7%
0.96%
-2.1%
Q1 2023$3,522,971
+1452.0%
26,277
+1633.3%
0.98%
+1313.0%
Q1 2022$227,000
-96.5%
1,516
-96.5%
0.07%
-96.5%
Q4 2021$6,451,000
+2.7%
42,912
-4.7%
1.96%
-12.0%
Q3 2021$6,284,000
+0.6%
45,009
+1.3%
2.23%
-3.7%
Q2 2021$6,244,000
+11.3%
44,441
+6.8%
2.31%
-4.5%
Q1 2021$5,610,00041,5962.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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, 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