VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,200 | -16.3% | 2,865 | -11.6% | 0.11% | -12.2% |
| Q2 2023 | $448,351 | +3.2% | 3,240 | 0.0% | 0.12% | -3.9% |
| Q1 2023 | $434,387 | -0.9% | 3,240 | 0.0% | 0.13% | -7.2% |
| Q4 2022 | $438,178 | +10.9% | 3,240 | 0.0% | 0.14% | +4.5% |
| Q3 2022 | $395,000 | -6.0% | 3,240 | 0.0% | 0.13% | +0.8% |
| Q2 2022 | $420,000 | -2.1% | 3,240 | +13.1% | 0.13% | +19.1% |
| Q1 2022 | $429,000 | -0.5% | 2,865 | 0.0% | 0.11% | +8.9% |
| Q4 2021 | $431,000 | +7.8% | 2,865 | 0.0% | 0.10% | -3.8% |
| Q3 2021 | $400,000 | +1.0% | 2,865 | +1.8% | 0.10% | +1.0% |
| Q2 2021 | $396,000 | +4.2% | 2,815 | 0.0% | 0.10% | -3.7% |
| Q1 2021 | $380,000 | +13.4% | 2,815 | 0.0% | 0.11% | +13.7% |
| Q4 2020 | $335,000 | -3.2% | 2,815 | -17.6% | 0.10% | -13.6% |
| Q3 2020 | $346,000 | -61.9% | 3,415 | -64.0% | 0.11% | -66.3% |
| Q2 2020 | $909,000 | -17.4% | 9,496 | -29.9% | 0.33% | -35.3% |
| Q1 2020 | $1,100,000 | -41.4% | 13,537 | -14.1% | 0.50% | -28.7% |
| Q4 2019 | $1,877,000 | +1.1% | 15,751 | -4.1% | 0.71% | -2.1% |
| Q3 2019 | $1,856,000 | -0.4% | 16,431 | -1.8% | 0.72% | -1.6% |
| Q2 2019 | $1,863,000 | +0.8% | 16,731 | -2.3% | 0.73% | -2.5% |
| Q1 2019 | $1,848,000 | +2.2% | 17,131 | -9.7% | 0.75% | -11.0% |
| Q4 2018 | $1,808,000 | -24.4% | 18,981 | -10.2% | 0.85% | -8.9% |
| Q3 2018 | $2,390,000 | -4.1% | 21,138 | -6.3% | 0.93% | -9.9% |
| Q2 2018 | $2,491,000 | -3.0% | 22,550 | -3.9% | 1.03% | -4.4% |
| Q1 2018 | $2,567,000 | -24.0% | 23,470 | -22.4% | 1.08% | -22.7% |
| Q4 2017 | $3,376,000 | +1.7% | 30,264 | -3.7% | 1.40% | -4.1% |
| Q3 2017 | $3,319,000 | +1.1% | 31,414 | -1.6% | 1.46% | -1.6% |
| Q2 2017 | $3,284,000 | -5.1% | 31,924 | -6.0% | 1.48% | -4.4% |
| Q1 2017 | $3,461,000 | +5.7% | 33,959 | +0.8% | 1.55% | +4.6% |
| Q4 2016 | $3,275,000 | +230.1% | 33,694 | +217.9% | 1.48% | +256.1% |
| Q3 2016 | $992,000 | +1.7% | 10,600 | -3.2% | 0.42% | +2.2% |
| Q2 2016 | $975,000 | +8.7% | 10,950 | +6.3% | 0.41% | +6.0% |
| Q1 2016 | $897,000 | +0.8% | 10,300 | -0.5% | 0.38% | +1.1% |
| Q4 2015 | $890,000 | +2.8% | 10,350 | -0.5% | 0.38% | -2.3% |
| Q3 2015 | $866,000 | -8.1% | 10,400 | 0.0% | 0.39% | -1.5% |
| Q2 2015 | $942,000 | +0.6% | 10,400 | +2.2% | 0.39% | -2.0% |
| Q1 2015 | $936,000 | +6.2% | 10,180 | +3.4% | 0.40% | +5.2% |
| Q4 2014 | $881,000 | +5.4% | 9,850 | 0.0% | 0.38% | +5.2% |
| Q3 2014 | $836,000 | -2.3% | 9,850 | 0.0% | 0.36% | -0.3% |
| Q2 2014 | $856,000 | – | 9,850 | – | 0.36% | – |
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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% |