Navis Wealth Advisors, LLC - 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
Navis Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$261,920
-5.4%
2,0000.0%0.38%
+49.2%
Q2 2023$276,760
+3.2%
2,0000.0%0.25%
-13.6%
Q1 2023$268,140
-0.9%
2,0000.0%0.29%
-23.4%
Q4 2022$270,480
+10.9%
2,0000.0%0.38%
+1.9%
Q3 2022$244,000
-5.8%
2,0000.0%0.38%
+36.1%
Q2 2022$259,000
-13.4%
2,0000.0%0.28%
+4.5%
Q1 2022$299,000
-0.7%
2,0000.0%0.26%
+4.7%
Q4 2021$301,000
+7.9%
2,0000.0%0.25%
+29.7%
Q3 2021$279,000
-0.7%
2,0000.0%0.20%
-17.4%
Q2 2021$281,000
+4.1%
2,0000.0%0.24%
+12.9%
Q1 2021$270,000
+13.4%
2,0000.0%0.21%
-2.8%
Q4 2020$238,0002,0000.22%
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, LLC 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