VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 415 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,651
+4.2%
20,246
+10.1%
0.46%
+8.2%
Q2 2023$2,545
+16.5%
18,385
+13.5%
0.43%
+11.5%
Q1 2023$2,184
+13.2%
16,194
+19.1%
0.38%
+11.0%
Q4 2022$1,929
-99.4%
13,596
+443.8%
0.35%
+424.2%
Q3 2022$318,000
+7850.0%
2,500
+7712.5%
0.07%
+6500.0%
Q3 2019$4,0000.0%320.0%0.00%0.0%
Q2 2019$4,000
+33.3%
320.0%0.00%0.0%
Q1 2019$3,0000.0%320.0%0.00%0.0%
Q4 2018$3,000
-25.0%
320.0%0.00%0.0%
Q3 2018$4,0000.0%320.0%0.00%
-50.0%
Q2 2018$4,0000.0%320.0%0.00%
+100.0%
Q1 2018$4,0000.0%320.0%0.00%0.0%
Q4 2017$4,000
+33.3%
320.0%0.00%0.0%
Q3 2017$3,0000.0%320.0%0.00%0.0%
Q2 2017$3,0000.0%320.0%0.00%0.0%
Q1 2017$3,0000.0%320.0%0.00%0.0%
Q4 2016$3,0000.0%320.0%0.00%
-50.0%
Q3 2016$3,0000.0%320.0%0.00%0.0%
Q2 2016$3,000320.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Waverly Advisors, LLC 489,715$46,650,0008.14%
FORTE CAPITAL LLC /ADV 200,930$19,140,0008.00%
Money Design Co.,Ltd. 251,601$23,968,0007.60%
BHK Investment Advisors, LLC 90,716$8,642,0006.50%
Jacobi Capital Management LLC 236,215$22,502,0006.15%
Dougherty Wealth Advisers LLC 17,702$1,864,0006.14%
Summit Financial, LLC 293,871$27,994,139,0005.44%
Shakespeare Wealth Management, LLC 66,445$6,330,0004.88%
Betterment LLC 6,848,406$652,379,0004.58%
DERBY & COMPANY, INC 75,661$7,207,0004.54%
View complete list of VANGUARD INDEX FDS shareholders