Spire Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,181,344
-1.0%
31,928
+4.6%
0.16%
+1.9%
Q2 2023$4,222,825
+8.9%
30,516
+5.5%
0.16%
+3.3%
Q1 2023$3,876,316
+103739.2%
28,913
+4.7%
0.15%
-28.1%
Q4 2022$3,733
-99.9%
27,603
+6.4%
0.21%
+9.4%
Q3 2022$3,158,000
-6.3%
25,932
-0.4%
0.19%
+38.1%
Q2 2022$3,371,000
-13.7%
26,030
-0.2%
0.14%
+32.4%
Q1 2022$3,904,000
-0.4%
26,087
+0.0%
0.10%
+20.7%
Q4 2021$3,920,000
+9.1%
26,078
+1.3%
0.09%
-8.4%
Q3 2021$3,593,000
-1.2%
25,737
-0.6%
0.10%
-3.1%
Q2 2021$3,637,000
+5.2%
25,885
+1.0%
0.10%
+6.5%
Q1 2021$3,458,00025,6310.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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