VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 498 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,189,412 | -5.0% | 9,082 | +0.4% | 0.09% | -6.1% |
Q2 2023 | $1,252,206 | +16.2% | 9,049 | +12.5% | 0.10% | +10.1% |
Q1 2023 | $1,077,943 | -0.5% | 8,040 | +0.4% | 0.09% | -8.2% |
Q4 2022 | $1,083,068 | +12.5% | 8,008 | +1.2% | 0.10% | -1.0% |
Q3 2022 | $963,000 | -5.6% | 7,910 | +0.4% | 0.10% | -2.0% |
Q2 2022 | $1,020,000 | -13.2% | 7,877 | +0.3% | 0.10% | -6.5% |
Q1 2022 | $1,175,000 | -0.1% | 7,851 | +0.3% | 0.11% | +0.9% |
Q4 2021 | $1,176,000 | +11.5% | 7,824 | +0.4% | 0.11% | -15.9% |
Q3 2021 | $1,055,000 | -3.3% | 7,792 | +0.3% | 0.13% | +18.9% |
Q2 2021 | $1,091,000 | +4.5% | 7,768 | +0.4% | 0.11% | -0.9% |
Q1 2021 | $1,044,000 | +13.7% | 7,740 | +0.3% | 0.11% | +5.9% |
Q4 2020 | $918,000 | +18.5% | 7,717 | +0.9% | 0.10% | +5.2% |
Q3 2020 | $775,000 | +6.2% | 7,646 | +0.2% | 0.10% | 0.0% |
Q2 2020 | $730,000 | +17.7% | 7,628 | 0.0% | 0.10% | -1.0% |
Q1 2020 | $620,000 | -31.1% | 7,628 | +0.2% | 0.10% | -22.4% |
Q4 2019 | $900,000 | +8.2% | 7,609 | +3.3% | 0.12% | +4.2% |
Q3 2019 | $832,000 | -0.1% | 7,363 | -1.6% | 0.12% | -5.5% |
Q2 2019 | $833,000 | -4.7% | 7,480 | -7.7% | 0.13% | -8.0% |
Q1 2019 | $874,000 | +13.2% | 8,101 | 0.0% | 0.14% | +3.0% |
Q4 2018 | $772,000 | -14.6% | 8,101 | +1.3% | 0.13% | -7.6% |
Q3 2018 | $904,000 | -3.4% | 7,997 | -5.6% | 0.14% | -5.8% |
Q2 2018 | $936,000 | +1.4% | 8,472 | +0.4% | 0.15% | +2.7% |
Q1 2018 | $923,000 | -1.6% | 8,437 | +0.4% | 0.15% | +4.2% |
Q4 2017 | $938,000 | +6.2% | 8,403 | +0.5% | 0.14% | 0.0% |
Q3 2017 | $883,000 | +3.3% | 8,360 | +0.5% | 0.14% | -0.7% |
Q2 2017 | $855,000 | +9.5% | 8,316 | +8.6% | 0.14% | +5.8% |
Q1 2017 | $781,000 | +5.3% | 7,659 | +0.4% | 0.14% | 0.0% |
Q4 2016 | $742,000 | +4.5% | 7,630 | +0.5% | 0.14% | +4.6% |
Q3 2016 | $710,000 | +5.5% | 7,590 | +0.4% | 0.13% | +3.1% |
Q2 2016 | $673,000 | +2.6% | 7,556 | +0.4% | 0.13% | +0.8% |
Q1 2016 | $656,000 | +1.7% | 7,525 | +0.3% | 0.13% | -1.6% |
Q4 2015 | $645,000 | +3.9% | 7,503 | +0.5% | 0.13% | 0.0% |
Q3 2015 | $621,000 | -14.2% | 7,464 | -6.6% | 0.13% | -9.9% |
Q2 2015 | $724,000 | +16.2% | 7,995 | +18.0% | 0.14% | +22.4% |
Q1 2015 | $623,000 | – | 6,776 | – | 0.12% | – |
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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% |