VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,458,502 | -24.4% | 11,137 | -20.1% | 0.33% | -20.8% |
Q2 2023 | $1,929,847 | +6.1% | 13,946 | +2.8% | 0.42% | +1.7% |
Q1 2023 | $1,818,391 | -1.4% | 13,563 | -0.6% | 0.41% | -0.2% |
Q4 2022 | $1,845,079 | +33.9% | 13,643 | +20.6% | 0.41% | +17.4% |
Q3 2022 | $1,378,000 | +25.2% | 11,314 | +33.1% | 0.35% | +29.0% |
Q2 2022 | $1,101,000 | -14.6% | 8,501 | -1.3% | 0.27% | -2.2% |
Q1 2022 | $1,289,000 | -5.9% | 8,609 | -5.5% | 0.28% | -3.1% |
Q4 2021 | $1,370,000 | +4.6% | 9,112 | -2.9% | 0.29% | -6.5% |
Q3 2021 | $1,310,000 | -0.1% | 9,383 | +0.6% | 0.31% | -0.6% |
Q2 2021 | $1,311,000 | +5.1% | 9,330 | +0.9% | 0.31% | +2.3% |
Q1 2021 | $1,247,000 | +19.0% | 9,247 | +5.0% | 0.30% | +5.2% |
Q4 2020 | $1,048,000 | +14.3% | 8,806 | -2.7% | 0.29% | -5.6% |
Q3 2020 | $917,000 | +53.6% | 9,051 | +23.3% | 0.30% | +38.8% |
Q1 2020 | $597,000 | -11.9% | 7,341 | +29.0% | 0.22% | +55.3% |
Q4 2019 | $678,000 | +8.3% | 5,692 | +2.8% | 0.14% | -26.9% |
Q3 2019 | $626,000 | -25.5% | 5,539 | -26.5% | 0.19% | -16.5% |
Q2 2019 | $840,000 | – | 7,540 | – | 0.23% | – |
Download |
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% |