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 | $97 | +61.7% | 744 | +70.6% | 0.02% | +64.3% |
| Q2 2023 | $60 | +3.4% | 436 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $58 | -15.9% | 431 | -15.0% | 0.01% | -22.2% |
| Q4 2022 | $69 | -99.9% | 507 | +0.8% | 0.02% | 0.0% |
| Q3 2022 | $61,000 | -10.3% | 503 | -4.2% | 0.02% | -10.0% |
| Q2 2022 | $68,000 | -6.8% | 525 | +7.8% | 0.02% | -4.8% |
| Q1 2022 | $73,000 | +7.4% | 487 | +7.3% | 0.02% | -4.5% |
| Q4 2021 | $68,000 | +15.3% | 454 | +7.8% | 0.02% | -38.9% |
| Q3 2021 | $59,000 | -1.7% | 421 | -0.7% | 0.04% | -12.2% |
| Q2 2021 | $60,000 | -17.8% | 424 | -22.1% | 0.04% | -25.5% |
| Q1 2021 | $73,000 | +15.9% | 544 | +3.2% | 0.06% | +12.2% |
| Q4 2020 | $63,000 | +28.6% | 527 | +9.1% | 0.05% | +22.5% |
| Q3 2020 | $49,000 | +25.6% | 483 | +17.8% | 0.04% | +21.2% |
| Q2 2020 | $39,000 | +34.5% | 410 | +16.5% | 0.03% | +10.0% |
| Q1 2020 | $29,000 | +93.3% | 352 | +170.8% | 0.03% | -3.2% |
| Q4 2019 | $15,000 | +7.1% | 130 | +2.4% | 0.03% | +3.3% |
| Q3 2019 | $14,000 | 0.0% | 127 | -0.8% | 0.03% | -11.8% |
| Q2 2019 | $14,000 | – | 128 | – | 0.03% | – |
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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% |