VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $960,722 | -6.8% | 7,336 | -1.5% | 0.06% | -3.0% |
| Q2 2023 | $1,030,378 | -3.2% | 7,446 | -6.2% | 0.07% | -9.5% |
| Q1 2023 | $1,063,980 | +2.0% | 7,936 | +2.9% | 0.07% | -2.6% |
| Q4 2022 | $1,043,106 | +31.4% | 7,713 | +18.3% | 0.08% | +20.6% |
| Q3 2022 | $794,000 | -0.6% | 6,520 | +5.6% | 0.06% | +3.3% |
| Q2 2022 | $799,000 | -10.6% | 6,173 | +3.3% | 0.06% | 0.0% |
| Q1 2022 | $894,000 | +3.2% | 5,973 | +3.7% | 0.06% | +10.9% |
| Q4 2021 | $866,000 | +40.8% | 5,761 | +30.9% | 0.06% | +25.0% |
| Q3 2021 | $615,000 | +22.5% | 4,402 | +23.2% | 0.04% | +25.7% |
| Q2 2021 | $502,000 | +62.5% | 3,572 | +56.1% | 0.04% | +52.2% |
| Q1 2021 | $309,000 | +272.3% | 2,289 | +229.4% | 0.02% | +228.6% |
| Q4 2020 | $83,000 | +27.7% | 695 | +8.3% | 0.01% | +16.7% |
| Q3 2020 | $65,000 | +6.6% | 642 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $61,000 | +32.6% | 642 | +14.0% | 0.01% | +50.0% |
| Q1 2020 | $46,000 | +84.0% | 563 | +172.0% | 0.00% | +100.0% |
| Q4 2019 | $25,000 | +8.7% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 207 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +10.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $20,000 | -13.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | – | 207 | – | 0.00% | – |
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% |