McCarthy Grittinger Financial Group, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 498 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.5%.

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Quarter-by-quarter ownership
McCarthy Grittinger Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,924
-5.4%
760.0%0.00%0.0%
Q2 2023$10,486
+3.2%
760.0%0.00%0.0%
Q1 2023$10,160
-0.9%
760.0%0.00%0.0%
Q4 2022$10,248
+11.1%
760.0%0.00%0.0%
Q3 2022$9,228
-6.0%
760.0%0.00%0.0%
Q2 2022$9,815
-13.5%
760.0%0.00%0.0%
Q1 2022$11,342
-0.4%
760.0%0.00%0.0%
Q4 2021$11,392
+7.7%
760.0%0.00%0.0%
Q3 2021$10,580
-0.6%
760.0%0.00%
-20.0%
Q2 2021$10,647
+4.2%
760.0%0.01%0.0%
Q1 2021$10,220
-33.3%
76
-41.1%
0.01%
-37.5%
Q4 2020$15,319
+0.2%
129
-14.6%
0.01%0.0%
Q3 2020$15,284
-8.6%
151
-13.7%
0.01%
-20.0%
Q2 2020$16,726
+17.7%
1750.0%0.01%
-9.1%
Q1 2020$14,208
-31.8%
1750.0%0.01%
-31.2%
Q4 2019$20,832
+5.5%
1750.0%0.02%
-5.9%
Q3 2019$19,750
+1.5%
1750.0%0.02%0.0%
Q2 2019$19,460
+3.2%
1750.0%0.02%0.0%
Q1 2019$18,855
+13.3%
1750.0%0.02%
+6.2%
Q4 2018$16,649–175–0.02%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders