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 | $4,768,672 | -3.6% | 36,413 | +1.9% | 1.07% | +7.1% |
| Q2 2023 | $4,946,737 | -9.9% | 35,747 | -12.7% | 1.00% | -8.2% |
| Q1 2023 | $5,492,126 | +19.8% | 40,965 | +20.9% | 1.09% | +13.8% |
| Q4 2022 | $4,583,020 | -14.1% | 33,888 | -22.7% | 0.96% | -25.4% |
| Q3 2022 | $5,335,000 | -11.5% | 43,814 | -5.9% | 1.28% | -5.3% |
| Q2 2022 | $6,030,000 | -14.1% | 46,558 | -0.7% | 1.36% | -0.7% |
| Q1 2022 | $7,016,000 | +29.2% | 46,874 | +29.8% | 1.36% | +25.5% |
| Q4 2021 | $5,429,000 | +40.4% | 36,111 | +30.4% | 1.09% | +20.4% |
| Q3 2021 | $3,866,000 | +25.5% | 27,690 | +26.3% | 0.90% | +26.6% |
| Q2 2021 | $3,080,000 | +81.5% | 21,919 | +74.2% | 0.71% | +47.0% |
| Q1 2021 | $1,697,000 | +547.7% | 12,583 | +472.0% | 0.48% | +506.2% |
| Q4 2020 | $262,000 | +4.8% | 2,200 | -0.5% | 0.08% | -38.0% |
| Q3 2018 | $250,000 | +2.5% | 2,212 | 0.0% | 0.13% | +3.2% |
| Q2 2018 | $244,000 | +0.8% | 2,212 | 0.0% | 0.12% | +4.2% |
| Q1 2018 | $242,000 | -2.0% | 2,212 | 0.0% | 0.12% | -4.0% |
| Q4 2017 | $247,000 | +19.3% | 2,212 | +12.7% | 0.12% | +16.8% |
| Q3 2017 | $207,000 | +2.5% | 1,962 | 0.0% | 0.11% | -3.6% |
| Q2 2017 | $202,000 | – | 1,962 | – | 0.11% | – |
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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% |