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 | $1,405,039 | -1.5% | 10,729 | +4.1% | 0.10% | +2.0% |
| Q2 2023 | $1,426,689 | -3.5% | 10,310 | -6.5% | 0.10% | -2.9% |
| Q1 2023 | $1,477,837 | +10.3% | 11,023 | +11.3% | 0.10% | +1.9% |
| Q4 2022 | $1,339,834 | +41.3% | 9,907 | +27.2% | 0.10% | +30.4% |
| Q3 2022 | $948,000 | -24.9% | 7,787 | -20.1% | 0.08% | -21.8% |
| Q2 2022 | $1,262,000 | +4.3% | 9,744 | +20.5% | 0.10% | +24.7% |
| Q1 2022 | $1,210,000 | +66.9% | 8,085 | +67.6% | 0.08% | +72.3% |
| Q4 2021 | $725,000 | +13.8% | 4,823 | +6.4% | 0.05% | -6.0% |
| Q2 2021 | $637,000 | +7.4% | 4,534 | +3.2% | 0.05% | -12.3% |
| Q1 2021 | $593,000 | +21.3% | 4,395 | +6.9% | 0.06% | +11.8% |
| Q4 2020 | $489,000 | -37.7% | 4,112 | -46.9% | 0.05% | -15.0% |
| Q3 2020 | $785,000 | +6.4% | 7,742 | +25.1% | 0.06% | -35.5% |
| Q4 2019 | $738,000 | – | 6,189 | – | 0.09% | – |
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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% |