VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 125 filers reported holding VANGUARD INDEX FDS in Q3 2013. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,945 | +10.2% | 2,749 | +16.5% | 0.03% | +13.0% |
| Q2 2023 | $326,497 | +13.3% | 2,359 | +9.7% | 0.02% | +9.5% |
| Q1 2023 | $288,251 | +17.2% | 2,150 | +6.6% | 0.02% | +5.0% |
| Q3 2022 | $246,000 | -5.4% | 2,016 | +0.3% | 0.02% | -4.8% |
| Q2 2022 | $260,000 | -18.0% | 2,009 | -5.3% | 0.02% | 0.0% |
| Q1 2022 | $317,000 | +1.9% | 2,121 | +2.5% | 0.02% | +5.0% |
| Q4 2021 | $311,000 | -6.0% | 2,069 | -12.6% | 0.02% | -9.1% |
| Q3 2021 | $331,000 | +21.7% | 2,368 | +22.5% | 0.02% | +10.0% |
| Q2 2021 | $272,000 | +16.7% | 1,933 | +11.8% | 0.02% | +11.1% |
| Q1 2021 | $233,000 | +1.3% | 1,729 | -10.6% | 0.02% | -5.3% |
| Q4 2020 | $230,000 | +11.7% | 1,933 | +12.1% | 0.02% | -9.5% |
| Q4 2019 | $206,000 | -65.3% | 1,725 | -71.8% | 0.02% | -79.6% |
| Q4 2016 | $594,000 | -2.8% | 6,115 | -6.3% | 0.10% | -7.2% |
| Q3 2016 | $611,000 | +10.5% | 6,525 | +5.1% | 0.11% | +6.7% |
| Q2 2016 | $553,000 | +2.2% | 6,207 | 0.0% | 0.10% | -4.6% |
| Q1 2016 | $541,000 | -20.4% | 6,207 | -21.6% | 0.11% | -24.3% |
| Q4 2015 | $680,000 | +3.2% | 7,917 | 0.0% | 0.14% | -1.4% |
| Q3 2015 | $659,000 | -15.0% | 7,917 | -7.5% | 0.15% | -9.3% |
| Q2 2015 | $775,000 | -1.4% | 8,555 | 0.0% | 0.16% | -1.8% |
| Q1 2015 | $786,000 | +2.7% | 8,555 | 0.0% | 0.16% | +1.2% |
| Q4 2014 | $765,000 | +4.1% | 8,555 | -1.2% | 0.16% | +1.9% |
| Q3 2014 | $735,000 | -9.6% | 8,655 | -7.5% | 0.16% | -8.6% |
| Q2 2014 | $813,000 | -20.7% | 9,355 | -24.4% | 0.17% | -23.0% |
| Q1 2014 | $1,025,000 | +0.1% | 12,371 | -3.7% | 0.23% | -7.8% |
| Q4 2013 | $1,024,000 | +8.9% | 12,841 | 0.0% | 0.24% | -1.2% |
| Q3 2013 | $940,000 | -5.2% | 12,841 | -11.1% | 0.25% | -10.1% |
| Q2 2013 | $992,000 | – | 14,441 | – | 0.28% | – |
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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% |