VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,543 | -5.4% | 5,586 | 0.0% | 0.11% | 0.0% |
| Q2 2023 | $772,991 | +10.5% | 5,586 | +7.0% | 0.11% | +6.0% |
| Q1 2023 | $699,845 | -22.6% | 5,220 | -22.0% | 0.10% | -23.1% |
| Q4 2022 | $904,756 | +18.1% | 6,690 | +6.4% | 0.13% | +9.2% |
| Q3 2022 | $766,000 | -9.2% | 6,290 | -3.5% | 0.12% | -5.6% |
| Q2 2022 | $844,000 | -22.7% | 6,515 | -10.7% | 0.13% | -7.4% |
| Q1 2022 | $1,092,000 | +5.2% | 7,295 | -1.4% | 0.14% | +3.8% |
| Q2 2021 | $1,038,000 | +8.4% | 7,395 | +4.2% | 0.13% | +4.0% |
| Q1 2021 | $958,000 | +13.5% | 7,100 | 0.0% | 0.13% | -2.3% |
| Q4 2020 | $844,000 | +111.0% | 7,100 | +79.7% | 0.13% | +87.0% |
| Q3 2020 | $400,000 | – | 3,950 | – | 0.07% | – |
Download | ||||||
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% |