Financial Perspectives, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 868 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
Financial Perspectives, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$142,837
-3.5%
9500.0%0.05%
-5.4%
Q1 2024$148,041
+7.6%
950
+0.1%
0.06%0.0%
Q4 2023$137,610
+10.8%
949
+0.1%
0.06%
-1.8%
Q3 2023$124,160
-5.3%
948
+0.1%
0.06%
-1.7%
Q2 2023$131,107
+3.3%
9470.0%0.06%
-4.9%
Q1 2023$126,937
-0.8%
947
+0.1%
0.06%
-7.6%
Q4 2022$127,962
+11.2%
946
+0.1%
0.07%
+1.5%
Q3 2022$115,105
-3.7%
945
+2.4%
0.06%
-3.0%
Q2 2022$119,498
-13.4%
923
+0.1%
0.07%
+4.7%
Q1 2022$138,015
-0.4%
9220.0%0.06%
-3.0%
Q4 2021$138,547
+7.8%
922
+0.1%
0.07%
+1.5%
Q3 2021$128,579
-0.6%
9210.0%0.06%
+3.2%
Q2 2021$129,336
+15867.4%
921
-99.2%
0.06%
+57.5%
Q1 2021$810
-99.2%
109,245
+13387.0%
0.04%
-27.3%
Q4 2020$96,358
+17.4%
8100.0%0.06%
+1.9%
Q3 2020$82,110
+5.9%
8100.0%0.05%
-1.8%
Q2 2020$77,517
+17.7%
8100.0%0.06%
+3.8%
Q1 2020$65,845
-31.8%
8100.0%0.05%
-19.7%
Q4 2019$96,5448100.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 381,655$32,403,00017.52%
Arrow Investment Advisors, LLC 639,200$54,268,0009.82%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 26,399$2,241,0007.94%
Dorsey Wright & Associates 639,200$54,268,0007.59%
Cranbrook Wealth Management, LLC 114,816$9,748,0006.55%
IBBOTSON ASSOCIATES INC 64,346$5,463,0006.11%
CONDOR CAPITAL MANAGEMENT 247,808$21,039,0005.85%
Avior Wealth Management, LLC 70,346$5,972,0005.08%
SVA Wealth Management, LLC 114,737$9,741,0004.15%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,879,500$159,570,0003.88%
View complete list of VANGUARD INDEX FDS shareholders