VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,906 | -5.4% | 1,725 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $238,706 | +3.2% | 1,725 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $231,271 | -0.9% | 1,725 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $233,289 | +11.1% | 1,725 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $210,000 | -5.8% | 1,725 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $223,000 | -19.2% | 1,725 | -6.6% | 0.00% | 0.0% |
| Q1 2022 | $276,000 | -15.9% | 1,847 | -15.5% | 0.00% | 0.0% |
| Q4 2021 | $328,000 | +36.1% | 2,185 | +26.7% | 0.00% | +100.0% |
| Q3 2021 | $241,000 | -0.4% | 1,725 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $242,000 | -32.4% | 1,725 | -35.0% | 0.00% | -50.0% |
| Q1 2021 | $358,000 | +10.8% | 2,652 | -2.4% | 0.00% | 0.0% |
| Q4 2020 | $323,000 | +3937.5% | 2,717 | +3726.8% | 0.00% | – |
| Q2 2019 | $8,000 | -74.2% | 71 | -78.4% | 0.00% | – |
| Q4 2018 | $31,000 | – | 329 | – | 0.00% | – |
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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% |