VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 276 filers reported holding VANGUARD INDEX FDS in Q3 2016. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $217,896 | +3.2% | 1,575 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $211,110 | -2.4% | 1,575 | -1.6% | 0.02% | -8.3% |
| Q4 2022 | $216,333 | +2.5% | 1,600 | -1.8% | 0.02% | -7.7% |
| Q2 2022 | $211,000 | -13.5% | 1,630 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $244,000 | 0.0% | 1,630 | +0.4% | 0.03% | -9.7% |
| Q4 2021 | $244,000 | +8.4% | 1,623 | +0.6% | 0.03% | -6.1% |
| Q3 2021 | $225,000 | -0.4% | 1,614 | +0.4% | 0.03% | -8.3% |
| Q2 2021 | $226,000 | +4.6% | 1,608 | +0.4% | 0.04% | -2.7% |
| Q1 2021 | $216,000 | +7100.0% | 1,601 | +5236.7% | 0.04% | +3600.0% |
| Q3 2016 | $3,000 | – | 30 | – | 0.00% | – |
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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% |