VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,390,943 | -4.2% | 18,257 | +1.2% | 0.44% | -1.4% |
| Q2 2023 | $2,496,173 | +2.8% | 18,039 | -0.4% | 0.44% | -6.4% |
| Q1 2023 | $2,427,154 | +6.2% | 18,104 | +7.2% | 0.47% | -2.3% |
| Q4 2022 | $2,284,607 | -1.0% | 16,893 | -10.9% | 0.48% | -8.4% |
| Q3 2022 | $2,307,000 | -6.4% | 18,950 | -0.4% | 0.53% | +14.8% |
| Q2 2022 | $2,465,000 | -2.7% | 19,034 | +12.5% | 0.46% | +12.5% |
| Q1 2022 | $2,533,000 | +0.8% | 16,922 | +1.2% | 0.41% | +6.3% |
| Q4 2021 | $2,514,000 | +8.2% | 16,723 | +0.4% | 0.38% | 0.0% |
| Q3 2021 | $2,324,000 | +143.1% | 16,650 | +90.6% | 0.38% | +66.5% |
| Q1 2018 | $956,000 | +9.4% | 8,737 | +11.5% | 0.23% | +11.7% |
| Q4 2017 | $874,000 | +12.3% | 7,837 | +6.4% | 0.21% | +2.0% |
| Q3 2017 | $778,000 | +9.7% | 7,366 | +6.8% | 0.20% | +12.2% |
| Q2 2017 | $709,000 | -40.3% | 6,895 | -40.8% | 0.18% | -43.0% |
| Q1 2017 | $1,188,000 | +21.3% | 11,651 | +15.7% | 0.32% | +20.6% |
| Q4 2016 | $979,000 | +10.9% | 10,071 | +6.8% | 0.26% | +1.9% |
| Q3 2016 | $883,000 | +90.3% | 9,433 | +81.1% | 0.26% | +86.2% |
| Q2 2016 | $464,000 | -48.7% | 5,210 | -49.8% | 0.14% | -48.3% |
| Q1 2016 | $904,000 | +10.4% | 10,378 | +8.9% | 0.27% | +6.4% |
| Q4 2015 | $819,000 | +53.7% | 9,530 | +48.9% | 0.25% | +37.9% |
| Q3 2015 | $533,000 | +32.6% | 6,400 | +44.2% | 0.18% | +56.9% |
| Q2 2015 | $402,000 | +24.8% | 4,437 | +26.5% | 0.12% | +18.4% |
| Q1 2015 | $322,000 | +3.5% | 3,507 | +0.6% | 0.10% | +5.4% |
| Q4 2014 | $311,000 | -26.5% | 3,487 | -30.1% | 0.09% | -34.0% |
| Q3 2014 | $423,000 | +2.2% | 4,985 | +4.7% | 0.14% | 0.0% |
| Q2 2014 | $414,000 | +6.2% | 4,761 | +1.1% | 0.14% | -0.7% |
| Q1 2014 | $390,000 | +47.7% | 4,711 | +42.4% | 0.14% | +39.2% |
| Q4 2013 | $264,000 | – | 3,308 | – | 0.10% | – |
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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% |