McCarthy Grittinger Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

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$16,6491750.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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