VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 558 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,177 | -15.6% | 8,993 | -10.8% | 0.12% | -37.2% |
Q2 2023 | $1,394 | +3.3% | 10,078 | +0.0% | 0.18% | -8.0% |
Q1 2023 | $1,350 | +3.0% | 10,076 | +3.9% | 0.20% | -7.0% |
Q4 2022 | $1,311 | -99.9% | 9,699 | +4.4% | 0.21% | -0.5% |
Q3 2022 | $1,131,000 | +0.2% | 9,288 | +6.5% | 0.22% | +3.4% |
Q2 2022 | $1,129,000 | +61.3% | 8,722 | +86.4% | 0.21% | +82.5% |
Q1 2022 | $700,000 | +91.3% | 4,679 | +91.8% | 0.11% | +48.1% |
Q4 2021 | $366,000 | +7.6% | 2,439 | +0.0% | 0.08% | -7.2% |
Q3 2021 | $340,000 | +1.8% | 2,438 | +2.6% | 0.08% | -1.2% |
Q2 2021 | $334,000 | +5.0% | 2,376 | +0.5% | 0.08% | -4.5% |
Q1 2021 | $318,000 | +15.2% | 2,364 | +1.7% | 0.09% | +2.3% |
Q4 2020 | $276,000 | +6.6% | 2,324 | -9.2% | 0.09% | -11.3% |
Q3 2020 | $259,000 | -3.0% | 2,559 | -8.1% | 0.10% | -12.6% |
Q2 2020 | $267,000 | +21.4% | 2,785 | +2.7% | 0.11% | +42.3% |
Q1 2020 | $220,000 | -7.9% | 2,711 | +35.0% | 0.08% | -2.5% |
Q4 2019 | $239,000 | – | 2,008 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |