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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $89,181 | +10.7% | 615 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $80,540 | -5.4% | 615 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $85,103 | +3.2% | 615 | 0.0% | 0.02% | -4.3% |
Q1 2023 | $82,453 | -0.9% | 615 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $83,172 | +12.4% | 615 | 0.0% | 0.02% | +9.5% |
Q3 2022 | $74,000 | -6.3% | 615 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $79,000 | -14.1% | 615 | 0.0% | 0.02% | +5.0% |
Q1 2022 | $92,000 | 0.0% | 615 | 0.0% | 0.02% | +5.3% |
Q4 2021 | $92,000 | +8.2% | 615 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $85,000 | -1.2% | 615 | 0.0% | 0.02% | -5.0% |
Q2 2021 | $86,000 | +4.9% | 615 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $82,000 | +12.3% | 615 | 0.0% | 0.02% | +17.6% |
Q4 2020 | $73,000 | +17.7% | 615 | 0.0% | 0.02% | +13.3% |
Q3 2020 | $62,000 | +6.9% | 615 | 0.0% | 0.02% | -6.2% |
Q2 2020 | $58,000 | +18.4% | 615 | 0.0% | 0.02% | +6.7% |
Q1 2020 | $49,000 | -32.9% | 615 | 0.0% | 0.02% | -6.2% |
Q4 2019 | $73,000 | +5.8% | 615 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $69,000 | +1.5% | 615 | 0.0% | 0.02% | +6.7% |
Q2 2019 | $68,000 | 0.0% | 615 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $68,000 | +17.2% | 615 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $58,000 | -15.9% | 615 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $69,000 | +3.0% | 615 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $67,000 | 0.0% | 615 | 0.0% | 0.02% | -6.2% |
Q1 2018 | $67,000 | -1.5% | 615 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $68,000 | +6.2% | 615 | 0.0% | 0.02% | +6.7% |
Q3 2017 | $64,000 | +1.6% | 615 | 0.0% | 0.02% | -6.2% |
Q2 2017 | $63,000 | +1.6% | 615 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $62,000 | +5.1% | 615 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $59,000 | +3.5% | 615 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $57,000 | +5.6% | 615 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $54,000 | – | 615 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 540,505 | $61,077,000 | 8.76% |
Dougherty Wealth Advisers LLC | 19,972 | $2,257,000 | 7.42% |
FORTE CAPITAL LLC /ADV | 188,633 | $21,316,000 | 6.59% |
Money Design Co.,Ltd. | 269,870 | $30,495,000 | 6.41% |
BHK Investment Advisors, LLC | 97,225 | $10,986,000 | 6.34% |
Summit Financial, LLC | 319,281 | $34,749,323,000 | 5.89% |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 73,856 | $8,346,000 | 4.83% |
Capital Advantage, Inc. | 121,914 | $13,776,000 | 4.77% |
Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
DERBY & COMPANY, INC | 81,204 | $9,176,000 | 4.39% |