VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 415 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $3,142,000 | +5.5% | 26,360 | 0.0% | 3.82% | +22.1% |
Q3 2019 | $2,979,000 | +1.5% | 26,360 | 0.0% | 3.13% | +5.6% |
Q2 2019 | $2,935,000 | +3.2% | 26,360 | 0.0% | 2.96% | +16.2% |
Q1 2019 | $2,844,000 | +13.3% | 26,360 | 0.0% | 2.55% | +8.8% |
Q4 2018 | $2,511,000 | -15.8% | 26,360 | 0.0% | 2.34% | +1.1% |
Q3 2018 | $2,981,000 | +2.4% | 26,360 | 0.0% | 2.32% | -34.3% |
Q2 2018 | $2,912,000 | +1.0% | 26,360 | 0.0% | 3.53% | -6.4% |
Q1 2018 | $2,884,000 | -20.1% | 26,360 | -18.5% | 3.77% | -12.4% |
Q4 2017 | $3,609,000 | -44.5% | 32,350 | -47.4% | 4.30% | -42.2% |
Q3 2017 | $6,502,000 | +2.7% | 61,550 | 0.0% | 7.44% | +9.9% |
Q2 2017 | $6,332,000 | +0.9% | 61,550 | 0.0% | 6.77% | +3.8% |
Q1 2017 | $6,273,000 | +4.9% | 61,550 | 0.0% | 6.52% | -1.8% |
Q4 2016 | $5,982,000 | +3.9% | 61,550 | 0.0% | 6.64% | -6.8% |
Q3 2016 | $5,759,000 | -47.5% | 61,550 | -50.0% | 7.12% | -53.3% |
Q2 2016 | $10,966,000 | +2.3% | 123,100 | 0.0% | 15.25% | +4.9% |
Q1 2016 | $10,724,000 | -3.7% | 123,100 | -4.9% | 14.53% | +7.6% |
Q4 2015 | $11,131,000 | +3.3% | 129,500 | 0.0% | 13.51% | +20.9% |
Q3 2015 | $10,780,000 | -27.0% | 129,500 | -20.6% | 11.17% | +29.0% |
Q2 2015 | $14,763,000 | – | 163,000 | – | 8.66% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |