VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,958 | -5.4% | 3,810 | 0.0% | 0.23% | -5.8% |
| Q2 2023 | $527,228 | +3.2% | 3,810 | 0.0% | 0.24% | -0.8% |
| Q1 2023 | $510,807 | -0.9% | 3,810 | 0.0% | 0.24% | -8.6% |
| Q4 2022 | $515,264 | +11.0% | 3,810 | 0.0% | 0.27% | -1.5% |
| Q3 2022 | $464,000 | +0.4% | 3,810 | +6.7% | 0.27% | +4.2% |
| Q2 2022 | $462,000 | -13.5% | 3,570 | 0.0% | 0.26% | -9.1% |
| Q1 2022 | $534,000 | +14.6% | 3,570 | +15.2% | 0.29% | +13.9% |
| Q4 2021 | $466,000 | +7.6% | 3,100 | 0.0% | 0.25% | +1.2% |
| Q3 2021 | $433,000 | -9.4% | 3,100 | -8.8% | 0.25% | -14.5% |
| Q2 2021 | $478,000 | +4.1% | 3,400 | 0.0% | 0.29% | -1.7% |
| Q1 2021 | $459,000 | +28.6% | 3,400 | +13.3% | 0.30% | +34.7% |
| Q4 2020 | $357,000 | +35.2% | 3,000 | +15.4% | 0.22% | +21.0% |
| Q3 2020 | $264,000 | +20.0% | 2,600 | +13.0% | 0.18% | +7.7% |
| Q2 2020 | $220,000 | – | 2,300 | – | 0.17% | – |
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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% |