Prosperity Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 815 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
Prosperity Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$10,907,361
-11.5%
72,508
-8.3%
3.73%
-12.7%
Q1 2024$12,330,106
+13.3%
79,085
+5.4%
4.27%
+4.8%
Q4 2023$10,884,068
+16.0%
75,057
+4.7%
4.08%
+3.9%
Q3 2023$9,384,893
-0.5%
71,662
+5.1%
3.92%
+0.7%
Q2 2023$9,434,622
+10.0%
68,179
+6.6%
3.90%
+4.3%
Q1 2023$8,574,909
+1.4%
63,958
+4.3%
3.74%
-10.7%
Q4 2022$8,460,395
+13.3%
61,3120.0%4.18%
+7.3%
Q3 2022$7,466,000
-11.8%
61,312
+17.5%
3.90%
-9.8%
Q2 2022$8,463,000
-4.8%
52,1960.0%4.32%
-0.6%
Q1 2022$8,889,000
+13.3%
52,1960.0%4.35%
+9.4%
Q4 2021$7,847,000
+16.4%
52,196
+8.1%
3.98%
+8.2%
Q3 2021$6,743,000
+2.8%
48,301
+3.5%
3.68%
-9.6%
Q2 2021$6,558,000
+10.5%
46,679
+6.1%
4.07%
-3.5%
Q1 2021$5,935,000
+28.2%
44,008
+13.1%
4.22%
+7.4%
Q4 2020$4,631,00038,9263.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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