VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $702,790 | -5.1% | 5,366 | +0.3% | 0.06% | -1.7% |
Q2 2023 | $740,498 | -2.7% | 5,351 | -5.7% | 0.06% | -4.8% |
Q1 2023 | $760,916 | +27.2% | 5,676 | +28.3% | 0.06% | +18.9% |
Q4 2022 | $598,280 | +12.7% | 4,424 | +1.5% | 0.05% | +1.9% |
Q3 2022 | $531,000 | -5.7% | 4,357 | +0.3% | 0.05% | +2.0% |
Q2 2022 | $563,000 | -13.3% | 4,345 | +0.2% | 0.05% | 0.0% |
Q1 2022 | $649,000 | +277.3% | 4,335 | +278.3% | 0.05% | +325.0% |
Q4 2021 | $172,000 | +22.0% | 1,146 | +13.8% | 0.01% | +9.1% |
Q3 2021 | $141,000 | 0.0% | 1,007 | +0.2% | 0.01% | 0.0% |
Q2 2021 | $141,000 | +4.4% | 1,005 | +0.2% | 0.01% | -15.4% |
Q1 2021 | $135,000 | +19.5% | 1,003 | +5.5% | 0.01% | +8.3% |
Q4 2020 | $113,000 | +17.7% | 951 | +0.4% | 0.01% | +9.1% |
Q3 2020 | $96,000 | +6.7% | 947 | +0.3% | 0.01% | -8.3% |
Q2 2020 | $90,000 | +18.4% | 944 | +0.3% | 0.01% | +9.1% |
Q1 2020 | $76,000 | -61.4% | 941 | -43.0% | 0.01% | -47.6% |
Q4 2019 | $197,000 | +5.9% | 1,651 | +0.2% | 0.02% | 0.0% |
Q3 2019 | $186,000 | +5.1% | 1,648 | +0.4% | 0.02% | 0.0% |
Q1 2019 | $177,000 | +13.5% | 1,641 | 0.0% | 0.02% | +5.0% |
Q4 2018 | $156,000 | +18.2% | 1,641 | +40.9% | 0.02% | +33.3% |
Q3 2018 | $132,000 | +2.3% | 1,165 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $129,000 | +8.4% | 1,165 | +7.4% | 0.02% | +7.1% |
Q1 2018 | $119,000 | +6.2% | 1,085 | +8.0% | 0.01% | 0.0% |
Q4 2017 | $112,000 | +5.7% | 1,005 | 0.0% | 0.01% | +7.7% |
Q3 2017 | $106,000 | +2.9% | 1,005 | 0.0% | 0.01% | -7.1% |
Q2 2017 | $103,000 | +1.0% | 1,005 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $102,000 | +4.1% | 1,005 | 0.0% | 0.01% | -6.7% |
Q4 2016 | $98,000 | +4.3% | 1,005 | 0.0% | 0.02% | -11.8% |
Q3 2016 | $94,000 | +9.3% | 1,005 | +4.7% | 0.02% | +6.2% |
Q2 2016 | $86,000 | +2.4% | 960 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $84,000 | +1.2% | 960 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $83,000 | +3.8% | 960 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $80,000 | -8.0% | 960 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $87,000 | -1.1% | 960 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $88,000 | +22.2% | 960 | +20.0% | 0.02% | +14.3% |
Q4 2014 | $72,000 | +5.9% | 800 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $68,000 | -2.9% | 800 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $70,000 | +6.1% | 800 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $66,000 | – | 800 | – | 0.01% | – |
Download |
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% |