VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 505 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.58 and the average weighting 0.5%.
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 | 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% |