VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 257 filers reported holding VANGUARD INDEX FDS in Q4 2015. The put-call ratio across all filers is 1.46 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $984,000 | -8.0% | 11,817 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $1,070,000 | -1.5% | 11,817 | 0.0% | 0.05% | -1.9% |
| Q1 2015 | $1,086,000 | +2.7% | 11,817 | 0.0% | 0.05% | +2.0% |
| Q4 2014 | $1,057,000 | +5.4% | 11,817 | 0.0% | 0.05% | -21.5% |
| Q3 2014 | $1,003,000 | +1.1% | 11,817 | +3.5% | 0.06% | +3.2% |
| Q2 2014 | $992,000 | +42.5% | 11,415 | +35.9% | 0.06% | +23.5% |
| Q1 2014 | $696,000 | +23.2% | 8,400 | +18.5% | 0.05% | +21.4% |
| Q4 2013 | $565,000 | +31.4% | 7,086 | +20.8% | 0.04% | +20.0% |
| Q3 2013 | $430,000 | +79.2% | 5,867 | +67.8% | 0.04% | +75.0% |
| Q2 2013 | $240,000 | – | 3,496 | – | 0.02% | – |
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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% |