Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 828 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
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$75,079
-25.8%
560
-25.1%
0.04%
-22.2%
Q4 2022$101,160
-48.4%
748
-53.5%
0.05%
-43.8%
Q3 2022$196,000
-23.1%
1,608
-18.3%
0.10%
-3.0%
Q2 2022$255,000
-53.8%
1,968
-46.6%
0.10%
-52.6%
Q1 2022$552,000
-0.4%
3,6860.0%0.21%
-6.7%
Q4 2021$554,000
+10.6%
3,686
+2.8%
0.22%
-1.3%
Q3 2021$501,000
+7.5%
3,585
+8.1%
0.23%
+0.9%
Q2 2021$466,000
+4.3%
3,3150.0%0.22%
-13.1%
Q1 2021$447,000
+14.9%
3,315
+1.5%
0.26%
+5.3%
Q4 2020$389,0003,2660.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 381,655$32,403,00017.52%
Arrow Investment Advisors, LLC 639,200$54,268,0009.82%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 26,399$2,241,0007.94%
Dorsey Wright & Associates 639,200$54,268,0007.59%
Cranbrook Wealth Management, LLC 114,816$9,748,0006.55%
IBBOTSON ASSOCIATES INC 64,346$5,463,0006.11%
CONDOR CAPITAL MANAGEMENT 247,808$21,039,0005.85%
Avior Wealth Management, LLC 70,346$5,972,0005.08%
SVA Wealth Management, LLC 114,737$9,741,0004.15%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,879,500$159,570,0003.88%
View complete list of VANGUARD INDEX FDS shareholders