MATRIX PRIVATE CAPITAL GROUP LLC - 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
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$98,901
-5.3%
7550.0%0.07%
-2.6%
Q2 2023$104,465
+1.9%
755
-1.3%
0.08%
+7.0%
Q1 2023$102,512
-0.8%
765
+0.1%
0.07%
+6.0%
Q4 2022$103,362
+11.1%
7640.0%0.07%
+6.3%
Q3 2022$93,000
-5.1%
764
+1.1%
0.06%
+12.5%
Q2 2022$98,000
-1.0%
756
+14.7%
0.06%
+16.7%
Q1 2022$99,0000.0%6590.0%0.05%
+2.1%
Q4 2021$99,000
+7.6%
6590.0%0.05%
-2.1%
Q3 2021$92,0000.0%659
+0.2%
0.05%
-4.0%
Q2 2021$92,000
+3.4%
6580.0%0.05%
-7.4%
Q1 2021$89,000
+14.1%
6580.0%0.05%
-3.6%
Q4 2020$78,000
+16.4%
6580.0%0.06%
-17.6%
Q3 2020$67,000
-14.1%
658
-19.3%
0.07%
-20.9%
Q2 2020$78,000
+18.2%
8150.0%0.09%
-8.5%
Q1 2020$66,000
-30.5%
815
+2.5%
0.09%
-6.0%
Q4 2019$95,0007950.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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