VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 697 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $285,627 | +12.0% | 2,112 | +0.8% | 0.02% | +4.8% |
| Q3 2022 | $255,000 | -5.9% | 2,096 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $271,000 | -13.7% | 2,096 | 0.0% | 0.02% | +5.3% |
| Q1 2022 | $314,000 | -0.3% | 2,096 | 0.0% | 0.02% | +11.8% |
| Q4 2021 | $315,000 | +7.5% | 2,096 | 0.0% | 0.02% | +6.2% |
| Q3 2021 | $293,000 | +30.2% | 2,096 | +31.0% | 0.02% | +23.1% |
| Q2 2021 | $225,000 | +4.2% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $216,000 | -39.5% | 1,600 | -46.7% | 0.01% | -45.8% |
| Q4 2020 | $357,000 | +17.4% | 3,000 | 0.0% | 0.02% | +4.3% |
| Q3 2020 | $304,000 | +5.9% | 3,000 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $287,000 | +10.4% | 3,000 | -6.2% | 0.02% | -14.3% |
| Q1 2020 | $260,000 | -27.4% | 3,200 | +6.7% | 0.03% | -12.5% |
| Q4 2019 | $358,000 | +5.6% | 3,000 | 0.0% | 0.03% | +3.2% |
| Q3 2019 | $339,000 | – | 3,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 115,886 | $15,672,434 | 14.93% |
| Dougherty Wealth Advisers LLC | 64,464 | $8,718,111 | 14.32% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 873,524 | $118,135,386 | 13.45% |
| SYM FINANCIAL Corp | 411,405 | $55,638,475 | 13.23% |
| BHK Investment Advisors, LLC | 121,213 | $16,392,813 | 9.22% |
| Marotta Asset Management | 243,306 | $32,904,703 | 7.92% |
| Praetorian Wealth Management, Inc. | 158,010 | $21,369,272 | 7.70% |
| INSPIRION WEALTH ADVISORS, LLC | 230,564 | $31,181,443 | 6.61% |
| ERTS Wealth Advisors, LLC | 186,665 | $25,244,625 | 6.54% |
| Waverly Advisors, LLC | 861,794 | $116,548,988 | 6.47% |