VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 425 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $200,264 | -10.5% | 1,529 | -5.4% | 0.01% | -14.3% |
Q2 2023 | $223,788 | -21.6% | 1,617 | -24.1% | 0.01% | -22.2% |
Q1 2023 | $285,596 | +5.0% | 2,130 | +5.9% | 0.01% | -10.0% |
Q4 2022 | $271,994 | +12.4% | 2,011 | +1.5% | 0.01% | 0.0% |
Q3 2022 | $242,000 | -10.0% | 1,982 | -4.6% | 0.01% | -9.1% |
Q2 2022 | $269,000 | -0.4% | 2,078 | +15.3% | 0.01% | 0.0% |
Q1 2022 | $270,000 | -18.7% | 1,802 | -18.3% | 0.01% | -21.4% |
Q4 2021 | $332,000 | +7.8% | 2,206 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $308,000 | -0.6% | 2,206 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $310,000 | +4.0% | 2,206 | 0.0% | 0.01% | -6.7% |
Q1 2021 | $298,000 | +13.7% | 2,206 | 0.0% | 0.02% | +15.4% |
Q4 2020 | $262,000 | -37.9% | 2,206 | -37.7% | 0.01% | -56.7% |
Q4 2019 | $422,000 | +5.5% | 3,540 | 0.0% | 0.03% | -6.2% |
Q3 2019 | $400,000 | +1.5% | 3,540 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $394,000 | +3.1% | 3,540 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $382,000 | +1.9% | 3,540 | -10.0% | 0.03% | -15.8% |
Q4 2018 | $375,000 | -15.7% | 3,934 | 0.0% | 0.04% | -2.6% |
Q3 2018 | $445,000 | -56.4% | 3,934 | -57.4% | 0.04% | -60.6% |
Q2 2018 | $1,020,000 | +0.3% | 9,234 | -0.7% | 0.10% | -2.9% |
Q1 2018 | $1,017,000 | -1.3% | 9,300 | +0.7% | 0.10% | -1.0% |
Q4 2017 | $1,030,000 | +1.2% | 9,234 | -4.2% | 0.10% | -8.0% |
Q3 2017 | $1,018,000 | +2.7% | 9,634 | 0.0% | 0.11% | 0.0% |
Q2 2017 | $991,000 | +0.9% | 9,634 | 0.0% | 0.11% | -6.7% |
Q1 2017 | $982,000 | +1.0% | 9,634 | -3.7% | 0.12% | -5.5% |
Q4 2016 | $972,000 | +3.8% | 10,005 | +0.0% | 0.13% | -2.3% |
Q3 2016 | $936,000 | +85.7% | 10,003 | +76.7% | 0.13% | +73.3% |
Q2 2016 | $504,000 | +31.6% | 5,661 | +28.7% | 0.08% | +23.0% |
Q1 2016 | $383,000 | +1.3% | 4,400 | +0.0% | 0.06% | +7.0% |
Q4 2015 | $378,000 | +3.3% | 4,399 | -0.0% | 0.06% | -10.9% |
Q3 2015 | $366,000 | -32.6% | 4,400 | -26.6% | 0.06% | -21.0% |
Q2 2015 | $543,000 | -1.5% | 5,991 | 0.0% | 0.08% | +1.2% |
Q1 2015 | $551,000 | – | 5,991 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |