VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 198 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,581,060 | -5.6% | 12,073 | -0.3% | 0.72% | -2.2% |
Q2 2023 | $1,675,095 | +3.3% | 12,105 | +0.1% | 0.74% | -1.5% |
Q1 2023 | $1,622,024 | -1.1% | 12,098 | -0.2% | 0.75% | -7.2% |
Q4 2022 | $1,639,881 | +6.1% | 12,126 | -4.5% | 0.81% | +2.3% |
Q3 2022 | $1,546,000 | -12.6% | 12,695 | -7.0% | 0.79% | -5.7% |
Q2 2022 | $1,769,000 | -15.1% | 13,656 | -1.9% | 0.84% | -1.5% |
Q1 2022 | $2,083,000 | -1.2% | 13,918 | -0.8% | 0.85% | +3.9% |
Q4 2021 | $2,109,000 | +4.0% | 14,031 | -3.4% | 0.82% | -7.3% |
Q3 2021 | $2,027,000 | -4.3% | 14,521 | -3.6% | 0.88% | -3.7% |
Q2 2021 | $2,117,000 | -2.6% | 15,068 | -6.5% | 0.92% | -11.2% |
Q1 2021 | $2,173,000 | +13.5% | 16,114 | +0.1% | 1.03% | +4.0% |
Q4 2020 | $1,914,000 | +16.4% | 16,091 | -0.9% | 0.99% | +1.7% |
Q3 2020 | $1,645,000 | -3.3% | 16,233 | -8.7% | 0.97% | -9.8% |
Q2 2020 | $1,701,000 | +18.0% | 17,779 | +0.3% | 1.08% | -4.3% |
Q1 2020 | $1,442,000 | -31.1% | 17,734 | +1.0% | 1.13% | -13.9% |
Q4 2019 | $2,093,000 | +5.9% | 17,564 | +0.4% | 1.31% | -7.2% |
Q3 2019 | $1,976,000 | +0.4% | 17,489 | -1.1% | 1.41% | +3.7% |
Q2 2019 | $1,969,000 | +3.4% | 17,680 | +0.2% | 1.36% | +0.9% |
Q1 2019 | $1,904,000 | +12.7% | 17,650 | -0.5% | 1.35% | +3.5% |
Q4 2018 | $1,690,000 | -15.9% | 17,737 | -0.2% | 1.30% | +5.6% |
Q3 2018 | $2,010,000 | -1.1% | 17,780 | -0.9% | 1.23% | +160.3% |
Q2 2018 | $2,033,000 | -2.8% | 17,949 | -6.2% | 0.47% | +24.4% |
Q1 2018 | $2,092,000 | -4.9% | 19,127 | +1.9% | 0.38% | -3.1% |
Q4 2017 | $2,200,000 | +3.5% | 18,773 | -6.7% | 0.39% | -12.9% |
Q3 2017 | $2,126,000 | +0.7% | 20,125 | -2.0% | 0.45% | -75.6% |
Q2 2017 | $2,112,000 | -1.3% | 20,534 | -2.2% | 1.85% | +9.5% |
Q1 2017 | $2,140,000 | +4.4% | 20,994 | -4.2% | 1.69% | +100.1% |
Q4 2016 | $2,050,000 | 0.0% | 21,904 | 0.0% | 0.84% | 0.0% |
Q3 2016 | $2,050,000 | +3.7% | 21,904 | -1.3% | 0.84% | +5.4% |
Q2 2016 | $1,977,000 | -0.7% | 22,194 | -2.9% | 0.80% | -3.8% |
Q1 2016 | $1,991,000 | +12.2% | 22,857 | 0.0% | 0.83% | -26.3% |
Q4 2015 | $1,775,000 | -3.7% | 22,857 | +3.2% | 1.13% | +42.5% |
Q3 2015 | $1,843,000 | -9.7% | 22,139 | +0.0% | 0.79% | -0.1% |
Q2 2015 | $2,042,000 | +2.7% | 22,137 | +2.4% | 0.79% | +48.7% |
Q1 2015 | $1,988,000 | -0.2% | 21,625 | -2.9% | 0.53% | -0.9% |
Q4 2014 | $1,991,000 | +14.2% | 22,268 | +8.5% | 0.54% | -16.6% |
Q3 2014 | $1,743,000 | +402.3% | 20,525 | +413.8% | 0.65% | +277.8% |
Q2 2014 | $347,000 | – | 3,995 | – | 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% |