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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,593,986 | -11.7% | 12,171 | -6.7% | 0.18% | -5.8% |
Q2 2023 | $1,805,938 | -4.2% | 13,050 | -7.1% | 0.19% | -8.2% |
Q1 2023 | $1,884,229 | -11.1% | 14,054 | -10.3% | 0.21% | -13.3% |
Q4 2022 | $2,119,614 | +16.8% | 15,672 | +5.1% | 0.24% | -0.4% |
Q3 2022 | $1,814,000 | -20.5% | 14,905 | -15.4% | 0.24% | -17.2% |
Q2 2022 | $2,281,000 | -41.2% | 17,618 | -32.0% | 0.29% | -31.4% |
Q1 2022 | $3,876,000 | -2.6% | 25,902 | -2.2% | 0.42% | -2.1% |
Q4 2021 | $3,980,000 | -46.2% | 26,481 | -12.3% | 0.43% | -7.3% |
Q3 2021 | $7,398,000 | +96.9% | 30,194 | +12.9% | 0.47% | -3.3% |
Q2 2021 | $3,758,000 | +4.6% | 26,753 | +0.5% | 0.48% | -6.8% |
Q1 2021 | $3,592,000 | +9.1% | 26,633 | -3.7% | 0.52% | +2.2% |
Q4 2020 | $3,291,000 | +13.1% | 27,669 | -3.6% | 0.51% | +4.1% |
Q3 2020 | $2,910,000 | -4.2% | 28,708 | -9.6% | 0.49% | -11.3% |
Q2 2020 | $3,039,000 | +4.4% | 31,764 | -11.3% | 0.55% | -5.7% |
Q1 2020 | $2,912,000 | -29.9% | 35,826 | +2.8% | 0.58% | -15.2% |
Q4 2019 | $4,153,000 | +5.9% | 34,847 | +0.4% | 0.69% | -6.0% |
Q3 2019 | $3,920,000 | -4.1% | 34,699 | -5.5% | 0.73% | +1.2% |
Q2 2019 | $4,086,000 | -0.4% | 36,701 | -3.5% | 0.72% | -5.8% |
Q1 2019 | $4,104,000 | +11.4% | 38,047 | -1.7% | 0.76% | -1.2% |
Q4 2018 | $3,685,000 | -0.1% | 38,686 | +18.6% | 0.77% | +18.3% |
Q3 2018 | $3,687,000 | -6.2% | 32,613 | -8.4% | 0.65% | -11.9% |
Q2 2018 | $3,932,000 | -6.0% | 35,599 | -6.9% | 0.74% | -24.1% |
Q1 2018 | $4,184,000 | +0.7% | 38,252 | +2.7% | 0.98% | +22.9% |
Q4 2017 | $4,155,000 | +32.1% | 37,238 | +25.1% | 0.80% | +22.7% |
Q3 2017 | $3,145,000 | +10.5% | 29,775 | +7.6% | 0.65% | +5.4% |
Q2 2017 | $2,847,000 | +7.4% | 27,673 | +6.3% | 0.62% | -3.9% |
Q1 2017 | $2,652,000 | +11.3% | 26,023 | +6.1% | 0.64% | -7.4% |
Q4 2016 | $2,383,000 | +30.9% | 24,516 | +26.0% | 0.69% | +14.2% |
Q3 2016 | $1,820,000 | +64.6% | 19,451 | +56.6% | 0.61% | +43.9% |
Q2 2016 | $1,106,000 | +29.2% | 12,420 | +26.4% | 0.42% | +12.6% |
Q1 2016 | $856,000 | +38.3% | 9,825 | +36.3% | 0.37% | +25.1% |
Q4 2015 | $619,000 | +71.0% | 7,207 | +65.8% | 0.30% | +45.9% |
Q3 2015 | $362,000 | – | 4,348 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |