Accel Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,139,142
-1.2%
31,606
+4.4%
2.31%0.0%
Q2 2023$4,189,823
+23.8%
30,278
+20.0%
2.31%
+66.7%
Q1 2023$3,383,248
+0.4%
25,235
+1.3%
1.38%
-14.3%
Q4 2022$3,370,355
+4.7%
24,921
+0.1%
1.61%
-6.2%
Q3 2022$3,219,0000.0%24,894
+1.0%
1.72%
-7.0%
Q2 2022$3,219,000
-7.2%
24,641
+6.8%
1.85%
+3.1%
Q1 2022$3,470,000
+11.6%
23,081
+11.6%
1.79%
+17.7%
Q4 2021$3,109,000
+33.4%
20,680
+23.9%
1.52%
+1.2%
Q3 2021$2,331,000
+5.7%
16,697
+6.4%
1.51%
+3.0%
Q2 2021$2,206,000
+172.3%
15,698
+161.4%
1.46%
+122.9%
Q1 2021$810,000
+188.3%
6,006
+154.4%
0.66%
+150.4%
Q4 2020$281,0002,3610.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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