VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 444 filers reported holding VANGUARD INDEX FDS in Q3 2018. The put-call ratio across all filers is 0.63 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 Q3 2018
NameSharesValueWeighting ↓
Waverly Advisors, LLC 516,157$57,469,0008.56%
FORTE CAPITAL LLC /ADV 191,509$21,323,0006.80%
Money Design Co.,Ltd. 245,577$27,343,0006.51%
BHK Investment Advisors, LLC 95,909$10,678,0006.07%
Dougherty Wealth Advisers LLC 18,546$2,065,0005.83%
Summit Financial, LLC 298,565$33,423,169,0005.64%
Jacobi Capital Management LLC 230,464$25,660,0005.21%
Shakespeare Wealth Management, LLC 72,324$8,053,0005.20%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 80,227$8,932,0004.52%
View complete list of VANGUARD INDEX FDS shareholders