Iron Horse Wealth Management, LLC - 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
Iron Horse Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,632,008
-1.4%
50,641
+4.2%
3.26%
-1.4%
Q2 2023$6,723,897
+32.1%
48,590
+28.0%
3.30%
+29.9%
Q1 2023$5,091,017
+103946.9%
37,972
+5.0%
2.54%
-3.7%
Q4 2022$4,893
-99.7%
36,177
+136.9%
2.64%
-1.6%
Q3 2022$1,860,000
-58.2%
15,272
-55.5%
2.68%
+6.1%
Q2 2022$4,447,000
-7.0%
34,337
+7.4%
2.53%
-3.6%
Q1 2022$4,783,000
+5.9%
31,959
+6.3%
2.62%
+3.4%
Q4 2021$4,518,000
+13.4%
30,053
+5.3%
2.54%
+2.8%
Q3 2021$3,984,000
+7.8%
28,538
+8.5%
2.47%
+1.3%
Q2 2021$3,697,000
+7.4%
26,310
+3.1%
2.44%
-5.4%
Q1 2021$3,442,000
+19.6%
25,517
+5.5%
2.58%
+11.8%
Q4 2020$2,878,00024,1922.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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