West Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,681
-5.4%
2190.0%0.01%0.0%
Q2 2023$30,306
+2.7%
219
-0.5%
0.01%
-12.5%
Q1 2023$29,496
+0.0%
220
+0.9%
0.01%0.0%
Q4 2022$29,482
+9.2%
2180.0%0.01%0.0%
Q3 2022$27,000
-3.6%
2180.0%0.01%0.0%
Q2 2022$28,000
-15.2%
2180.0%0.01%
-11.1%
Q1 2022$33,0000.0%2180.0%0.01%0.0%
Q4 2021$33,000
+10.0%
2180.0%0.01%0.0%
Q3 2021$30,000
-3.2%
2180.0%0.01%0.0%
Q2 2021$31,000
+6.9%
2180.0%0.01%
-10.0%
Q1 2021$29,000
+11.5%
2180.0%0.01%
+11.1%
Q4 2020$26,0002180.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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