VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,570,996 | -10.9% | 11,996 | -5.8% | 0.06% | -6.8% |
Q2 2023 | $1,762,271 | +1.6% | 12,735 | -1.5% | 0.06% | -1.7% |
Q1 2023 | $1,733,926 | +6.1% | 12,933 | +7.0% | 0.06% | +1.7% |
Q4 2022 | $1,634,510 | +19.2% | 12,086 | +7.3% | 0.06% | +15.7% |
Q3 2022 | $1,371,000 | +0.4% | 11,261 | +7.7% | 0.05% | 0.0% |
Q2 2022 | $1,365,000 | -13.3% | 10,455 | -0.7% | 0.05% | +2.0% |
Q1 2022 | $1,575,000 | +2.7% | 10,526 | +3.2% | 0.05% | +8.7% |
Q4 2021 | $1,533,000 | -5.2% | 10,199 | -12.0% | 0.05% | -11.5% |
Q3 2021 | $1,617,000 | -1.5% | 11,584 | -0.9% | 0.05% | 0.0% |
Q2 2021 | $1,642,000 | +4.5% | 11,684 | +0.3% | 0.05% | -1.9% |
Q1 2021 | $1,572,000 | +23.2% | 11,654 | +8.7% | 0.05% | +17.8% |
Q4 2020 | $1,276,000 | +43.9% | 10,726 | +22.5% | 0.04% | +21.6% |
Q3 2020 | $887,000 | +14.0% | 8,757 | +7.7% | 0.04% | +8.8% |
Q2 2020 | $778,000 | +245.8% | 8,134 | +193.6% | 0.03% | +100.0% |
Q1 2020 | $225,000 | – | 2,770 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 540,505 | $61,077,000 | 8.76% |
Dougherty Wealth Advisers LLC | 19,972 | $2,257,000 | 7.42% |
FORTE CAPITAL LLC /ADV | 188,633 | $21,316,000 | 6.59% |
Money Design Co.,Ltd. | 269,870 | $30,495,000 | 6.41% |
BHK Investment Advisors, LLC | 97,225 | $10,986,000 | 6.34% |
Summit Financial, LLC | 319,281 | $34,749,323,000 | 5.89% |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 73,856 | $8,346,000 | 4.83% |
Capital Advantage, Inc. | 121,914 | $13,776,000 | 4.77% |
Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
DERBY & COMPANY, INC | 81,204 | $9,176,000 | 4.39% |