Cadence Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cadence Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,487,968
-1.2%
11,362
+4.4%
1.24%
-15.2%
Q2 2023$1,505,713
+7.4%
10,881
+4.0%
1.46%
+2.1%
Q1 2023$1,402,238
+0.3%
10,459
+1.2%
1.43%
+19.2%
Q4 2022$1,397,841
+54.6%
10,336
+39.3%
1.20%
+41.1%
Q3 2022$904,000
-0.2%
7,420
+6.0%
0.85%
-9.6%
Q2 2022$906,000
+157.4%
6,997
+197.2%
0.94%
+247.8%
Q1 2022$352,0002,3540.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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