Morningstar Investment Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$901,000
-31.7%
6,905
-20.5%
0.01%
-20.0%
Q1 2022$1,319,000
-56.3%
8,684
-56.7%
0.02%
-55.9%
Q4 2021$3,017,000
-62.0%
20,073
-64.1%
0.03%
-63.8%
Q3 2021$7,935,000
-13.9%
55,869
-14.9%
0.09%
-14.5%
Q2 2021$9,213,000
-77.0%
65,628
-77.7%
0.11%
-78.9%
Q1 2021$39,979,000
+129.9%
294,738
+101.6%
0.52%
+115.3%
Q4 2020$17,388,000
+20.9%
146,168
+2.4%
0.24%
+8.5%
Q3 2020$14,384,000
-0.5%
142,726
-6.9%
0.22%
-6.3%
Q2 2020$14,462,000
-50.6%
153,236
-56.4%
0.24%
-55.3%
Q1 2020$29,261,000
-37.8%
351,639
-10.9%
0.53%
-27.8%
Q4 2019$47,026,000
+81.8%
394,564
+72.3%
0.74%
+68.5%
Q3 2019$25,864,000
+49.3%
228,940
+47.1%
0.44%
+53.7%
Q2 2019$17,329,000
-19.6%
155,640
-22.1%
0.28%
-23.0%
Q1 2019$21,551,000
+35.4%
199,773
+19.6%
0.37%
+18.6%
Q4 2018$15,914,000
-21.5%
167,054
-6.8%
0.31%
-14.5%
Q3 2018$20,268,000
+19.4%
179,242
+16.6%
0.36%
+14.4%
Q2 2018$16,978,000
+12.1%
153,697
+11.0%
0.32%
+8.5%
Q1 2018$15,143,000
+3.1%
138,435
+5.2%
0.29%
-0.3%
Q4 2017$14,688,000
-7.5%
131,648
-12.4%
0.30%
-14.7%
Q3 2017$15,877,000
-27.3%
150,298
-29.2%
0.35%
-31.6%
Q2 2017$21,847,000
-40.7%
212,372
-41.2%
0.51%
-45.5%
Q1 2017$36,826,000
+19.3%
361,317
+13.7%
0.93%
-8.1%
Q4 2016$30,876,000
+34.1%
317,690
+29.2%
1.01%
+51.7%
Q3 2016$23,017,000
+12.9%
245,981
+7.8%
0.67%
+3.6%
Q2 2016$20,381,000
+163.5%
228,287
+157.1%
0.64%
+141.7%
Q1 2016$7,736,00088,7940.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders