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 | $881,623 | -4.9% | 6,732 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $926,731 | -2.9% | 6,697 | -5.9% | 0.00% | -33.3% |
| Q1 2023 | $954,243 | +3.2% | 7,118 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $924,500 | +14.7% | 6,836 | +3.2% | 0.00% | 0.0% |
| Q3 2022 | $806,000 | -21.7% | 6,624 | -16.8% | 0.00% | 0.0% |
| Q2 2022 | $1,030,000 | -13.4% | 7,960 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $1,190,000 | +12.9% | 7,951 | +13.5% | 0.00% | 0.0% |
| Q4 2021 | $1,054,000 | +4.4% | 7,008 | -3.2% | 0.00% | 0.0% |
| Q3 2021 | $1,010,000 | -4.8% | 7,239 | -4.1% | 0.00% | 0.0% |
| Q2 2021 | $1,061,000 | +4.0% | 7,549 | -0.2% | 0.00% | 0.0% |
| Q1 2021 | $1,020,000 | +11.4% | 7,566 | -1.8% | 0.00% | 0.0% |
| Q4 2020 | $916,000 | +14.1% | 7,701 | -2.8% | 0.00% | 0.0% |
| Q3 2020 | $803,000 | +5.5% | 7,922 | -0.4% | 0.00% | 0.0% |
| Q2 2020 | $761,000 | -60.9% | 7,951 | -66.8% | 0.00% | -70.0% |
| Q1 2020 | $1,948,000 | – | 23,968 | – | 0.01% | – |
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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% |