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 | $488,219 | +48.1% | 3,728 | +56.4% | 0.01% | 0.0% |
| Q2 2023 | $329,760 | +9.9% | 2,383 | +6.4% | 0.01% | -16.7% |
| Q1 2023 | $300,183 | +15.5% | 2,239 | +16.0% | 0.01% | -57.1% |
| Q1 2021 | $260,000 | +19.3% | 1,931 | -10.2% | 0.01% | +250.0% |
| Q3 2020 | $218,000 | +4.3% | 2,150 | -1.3% | 0.00% | -20.0% |
| Q2 2020 | $209,000 | -30.8% | 2,179 | -41.4% | 0.01% | -28.6% |
| Q1 2020 | $302,000 | -91.7% | 3,720 | -88.6% | 0.01% | -92.8% |
| Q4 2017 | $3,638,000 | +8.9% | 32,607 | +3.1% | 0.10% | -68.2% |
| Q3 2017 | $3,342,000 | – | 31,638 | – | 0.30% | – |
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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% |