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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,429 | -6.7% | 2,851 | -1.4% | 0.14% | -2.0% |
| Q2 2023 | $400,045 | -7.1% | 2,891 | -10.0% | 0.15% | -14.0% |
| Q1 2023 | $430,679 | -0.8% | 3,212 | 0.0% | 0.17% | -8.0% |
| Q4 2022 | $434,365 | +7.8% | 3,212 | -3.0% | 0.19% | +2.2% |
| Q3 2022 | $403,000 | -6.1% | 3,313 | 0.0% | 0.18% | +2.2% |
| Q2 2022 | $429,000 | -13.5% | 3,313 | 0.0% | 0.18% | +8.5% |
| Q1 2022 | $496,000 | +84.4% | 3,313 | +85.0% | 0.16% | +108.9% |
| Q4 2021 | $269,000 | +8.5% | 1,791 | +1.0% | 0.08% | -3.7% |
| Q3 2021 | $248,000 | -46.2% | 1,774 | -45.9% | 0.08% | -46.1% |
| Q2 2021 | $461,000 | +30.2% | 3,280 | +25.0% | 0.15% | +19.7% |
| Q1 2021 | $354,000 | +16.1% | 2,624 | +2.3% | 0.13% | +7.6% |
| Q4 2020 | $305,000 | +6.6% | 2,565 | -8.9% | 0.12% | 0.0% |
| Q3 2020 | $286,000 | – | 2,817 | – | 0.12% | – |
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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% |