VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $536,019 | +4.9% | 4,093 | +10.8% | 0.02% | +9.5% |
Q2 2023 | $511,037 | +3.2% | 3,693 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $495,120 | -0.9% | 3,693 | 0.0% | 0.02% | -4.5% |
Q4 2022 | $499,441 | +11.0% | 3,693 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $450,000 | -5.9% | 3,693 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $478,000 | -13.6% | 3,693 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $553,000 | -0.4% | 3,693 | 0.0% | 0.02% | +4.8% |
Q4 2021 | $555,000 | +3.7% | 3,693 | -3.7% | 0.02% | -4.5% |
Q3 2021 | $535,000 | +22.4% | 3,835 | +23.4% | 0.02% | +10.0% |
Q2 2021 | $437,000 | +5.8% | 3,107 | +1.5% | 0.02% | -4.8% |
Q1 2021 | $413,000 | +13.5% | 3,060 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $364,000 | +17.4% | 3,060 | 0.0% | 0.02% | +5.0% |
Q3 2020 | $310,000 | +5.8% | 3,060 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $293,000 | +17.7% | 3,060 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $249,000 | -31.8% | 3,060 | 0.0% | 0.02% | -16.7% |
Q4 2019 | $365,000 | +5.5% | 3,060 | 0.0% | 0.02% | -4.0% |
Q3 2019 | $346,000 | +1.5% | 3,060 | 0.0% | 0.02% | -21.9% |
Q2 2019 | $341,000 | +3.3% | 3,060 | 0.0% | 0.03% | +6.7% |
Q1 2019 | $330,000 | +13.4% | 3,060 | 0.0% | 0.03% | 0.0% |
Q4 2018 | $291,000 | -15.9% | 3,060 | 0.0% | 0.03% | -6.2% |
Q3 2018 | $346,000 | +2.4% | 3,060 | 0.0% | 0.03% | -5.9% |
Q2 2018 | $338,000 | +0.9% | 3,060 | 0.0% | 0.03% | -2.9% |
Q1 2018 | $335,000 | -26.0% | 3,060 | -24.6% | 0.04% | -39.7% |
Q4 2017 | $453,000 | +5.6% | 4,060 | 0.0% | 0.06% | +13.7% |
Q3 2017 | $429,000 | +2.6% | 4,060 | 0.0% | 0.05% | -10.5% |
Q2 2017 | $418,000 | -0.5% | 4,060 | -1.6% | 0.06% | +11.8% |
Q1 2017 | $420,000 | +6.6% | 4,124 | +1.6% | 0.05% | +2.0% |
Q4 2016 | $394,000 | – | 4,060 | – | 0.05% | – |
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% |