VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $454,000 | -0.4% | 3,034 | 0.0% | 0.05% | +25.6% |
| Q4 2021 | $456,000 | +7.5% | 3,034 | 0.0% | 0.04% | -4.9% |
| Q3 2021 | $424,000 | +7.9% | 3,034 | +8.6% | 0.04% | -33.9% |
| Q2 2021 | $393,000 | +4.2% | 2,794 | 0.0% | 0.06% | -18.4% |
| Q1 2021 | $377,000 | +13.6% | 2,794 | 0.0% | 0.08% | +8.6% |
| Q4 2020 | $332,000 | +17.3% | 2,794 | 0.0% | 0.07% | -4.1% |
| Q3 2020 | $283,000 | +6.0% | 2,794 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $267,000 | +17.6% | 2,794 | 0.0% | 0.07% | +4.3% |
| Q1 2020 | $227,000 | -31.8% | 2,794 | 0.0% | 0.07% | -14.6% |
| Q4 2019 | $333,000 | +5.4% | 2,794 | 0.0% | 0.08% | -3.5% |
| Q3 2019 | $316,000 | – | 2,794 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |