VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 953 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,055,325 | -4.0% | 13,663 | -0.5% | 0.17% | -2.9% |
| Q1 2024 | $2,140,488 | +7.5% | 13,729 | 0.0% | 0.18% | +1.2% |
| Q4 2023 | $1,990,842 | +10.7% | 13,729 | 0.0% | 0.17% | +1.2% |
| 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 ↓ |
|---|---|---|---|
| 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% |