Investments & Financial Planning, 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
Investments & Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,903,191
-6.0%
29,804
-0.7%
3.48%
-3.3%
Q2 2023$4,153,874
-2.7%
30,018
-5.7%
3.60%
-8.2%
Q1 2023$4,268,814
-10.7%
31,840
-9.9%
3.92%
-16.4%
Q4 2022$4,780,316
+4.4%
35,347
-0.1%
4.68%
-0.8%
Q2 2022$4,581,000
-17.5%
35,371
-4.6%
4.72%
-2.7%
Q1 2022$5,551,000
+3.2%
37,085
+2.3%
4.85%
+0.5%
Q4 2021$5,379,00036,2474.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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