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 | $1,797,950 | -5.4% | 13,729 | 0.0% | 0.17% | -2.8% |
Q2 2023 | $1,899,819 | +4.5% | 13,729 | +1.3% | 0.18% | +0.6% |
Q1 2023 | $1,817,319 | +1.9% | 13,555 | +2.8% | 0.18% | -3.3% |
Q4 2022 | $1,783,410 | +11.0% | 13,187 | 0.0% | 0.18% | +2.3% |
Q3 2022 | $1,606,000 | -6.0% | 13,187 | 0.0% | 0.18% | -4.3% |
Q2 2022 | $1,708,000 | -13.5% | 13,187 | 0.0% | 0.18% | -1.1% |
Q1 2022 | $1,974,000 | -0.7% | 13,187 | -0.3% | 0.19% | -4.1% |
Q4 2021 | $1,988,000 | -9.9% | 13,221 | -16.4% | 0.20% | -14.5% |
Q3 2021 | $2,207,000 | -3.2% | 15,809 | -2.6% | 0.23% | -3.0% |
Q2 2021 | $2,280,000 | +4.2% | 16,230 | 0.0% | 0.24% | -12.6% |
Q1 2021 | $2,189,000 | +4.6% | 16,230 | -7.8% | 0.27% | -5.9% |
Q4 2020 | $2,093,000 | +17.1% | 17,598 | -0.2% | 0.29% | +2.1% |
Q3 2020 | $1,788,000 | +0.1% | 17,642 | -5.5% | 0.28% | -4.1% |
Q2 2020 | $1,786,000 | +108.2% | 18,664 | +67.2% | 0.29% | +71.8% |
Q1 2020 | $858,000 | – | 11,164 | – | 0.17% | – |
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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% |