Investments & Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.

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 Q3 2023
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