High Pines Wealth Management, 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
High Pines Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$216,608
-5.4%
1,6540.0%0.36%
+2.0%
Q2 2023$228,881
+3.2%
1,6540.0%0.35%
-5.2%
Q1 2023$221,752
-26.9%
1,654
-26.3%
0.37%
-30.8%
Q4 2022$303,343
+11.1%
2,2430.0%0.53%
+2.1%
Q3 2022$273,000
-6.2%
2,2430.0%0.52%
-3.0%
Q2 2022$291,000
-13.4%
2,2430.0%0.54%
+117.4%
Q1 2022$336,000
-0.3%
2,2430.0%0.25%
+5.1%
Q4 2021$337,000
+4.3%
2,243
-3.1%
0.24%
+5.9%
Q3 2021$323,000
-0.6%
2,3140.0%0.22%
-9.4%
Q2 2021$325,000
-19.2%
2,314
-22.4%
0.24%
-31.0%
Q1 2021$402,000
+13.2%
2,9820.0%0.36%
+8.2%
Q4 2020$355,0002,9820.33%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders