VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 315 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 3.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $312,000 | -16.8% | 3,339 | -20.8% | 0.01% | -7.7% |
| Q2 2016 | $375,000 | +1.1% | 4,214 | -0.9% | 0.01% | -7.1% |
| Q1 2016 | $371,000 | -1.3% | 4,253 | -2.7% | 0.01% | +27.3% |
| Q4 2015 | $376,000 | -5.3% | 4,373 | -0.2% | 0.01% | +10.0% |
| Q2 2015 | $397,000 | -4.3% | 4,381 | -3.0% | 0.01% | 0.0% |
| Q1 2015 | $415,000 | -4.8% | 4,518 | -7.4% | 0.01% | -16.7% |
| Q4 2014 | $436,000 | – | 4,880 | – | 0.01% | – |
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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% |