VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 425 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.41 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 Q1 2018
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