VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,361 | -5.3% | 3,469 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $480,026 | +3.2% | 3,469 | +0.0% | 0.03% | -3.7% |
| Q1 2023 | $464,997 | -0.8% | 3,468 | 0.0% | 0.03% | -10.0% |
| Q4 2022 | $468,980 | +11.1% | 3,468 | +0.0% | 0.03% | 0.0% |
| Q3 2022 | $422,000 | -15.3% | 3,467 | -9.7% | 0.03% | -11.8% |
| Q2 2022 | $498,000 | +13.4% | 3,841 | +30.8% | 0.03% | +36.0% |
| Q1 2022 | $439,000 | -0.7% | 2,936 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $442,000 | +11.6% | 2,936 | +3.6% | 0.02% | +4.2% |
| Q3 2021 | $396,000 | +1.0% | 2,834 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $392,000 | +64.0% | 2,784 | +57.4% | 0.02% | +33.3% |
| Q1 2021 | $239,000 | -27.8% | 1,769 | -36.5% | 0.02% | -18.2% |
| Q4 2020 | $331,000 | +63.1% | 2,784 | +31.1% | 0.02% | +15.8% |
| Q2 2020 | $203,000 | -3.8% | 2,123 | +20.0% | 0.02% | -9.5% |
| Q4 2019 | $211,000 | +5.5% | 1,769 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $200,000 | 0.0% | 1,769 | 0.0% | 0.02% | -16.0% |
| Q3 2018 | $200,000 | +1.5% | 1,769 | 0.0% | 0.02% | -7.4% |
| Q4 2017 | $197,000 | +5.3% | 1,769 | 0.0% | 0.03% | -3.6% |
| Q3 2017 | $187,000 | +16.9% | 1,769 | 0.0% | 0.03% | -26.3% |
| Q2 2015 | $160,000 | – | 1,769 | – | 0.04% | – |
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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% |