OGOREK ANTHONY JOSEPH /NY/ /ADV - 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
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2019$0
-100.0%
8
-42.9%
0.00%
-100.0%
Q2 2017$1,0000.0%140.0%0.00%0.0%
Q1 2017$1,000
-100.0%
14
-100.0%
0.00%
-100.0%
Q4 2015$11,636,000
+13.9%
135,380
+10.3%
9.71%
+16.4%
Q3 2015$10,216,000
-8.5%
122,733
-0.5%
8.34%
-2.6%
Q2 2015$11,167,000
-53.0%
123,298
-52.3%
8.57%
-47.6%
Q1 2015$23,777,000
+15.9%
258,698
+12.8%
16.34%
+6.3%
Q4 2014$20,518,000229,42615.38%
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