VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,015 | -4.8% | 8,025 | +0.5% | 0.42% | -0.5% |
| Q2 2023 | $1,104,549 | +3.2% | 7,982 | 0.0% | 0.42% | -0.2% |
| Q1 2023 | $1,070,147 | +5.5% | 7,982 | +6.4% | 0.43% | +9.2% |
| Q4 2022 | $1,014,300 | +11.1% | 7,500 | 0.0% | 0.39% | +13.0% |
| Q3 2022 | $913,000 | -6.0% | 7,500 | 0.0% | 0.34% | +51.3% |
| Q2 2022 | $971,000 | -13.5% | 7,500 | 0.0% | 0.23% | -4.6% |
| Q1 2022 | $1,123,000 | -0.4% | 7,500 | 0.0% | 0.24% | +3.5% |
| Q4 2021 | $1,127,000 | +7.6% | 7,500 | 0.0% | 0.23% | +5.5% |
| Q3 2021 | $1,047,000 | -0.7% | 7,500 | 0.0% | 0.22% | +2.3% |
| Q2 2021 | $1,054,000 | +4.2% | 7,500 | 0.0% | 0.21% | 0.0% |
| Q1 2021 | $1,012,000 | +13.5% | 7,500 | 0.0% | 0.21% | +11.5% |
| Q4 2020 | $892,000 | +17.4% | 7,500 | 0.0% | 0.19% | +12.9% |
| Q3 2020 | $760,000 | +5.8% | 7,500 | 0.0% | 0.17% | +4.3% |
| Q2 2020 | $718,000 | +17.7% | 7,500 | 0.0% | 0.16% | +11.6% |
| Q1 2020 | $610,000 | -31.8% | 7,500 | 0.0% | 0.15% | -24.4% |
| Q4 2019 | $894,000 | +5.5% | 7,500 | 0.0% | 0.19% | +2.1% |
| Q3 2019 | $847,000 | +1.4% | 7,500 | 0.0% | 0.19% | +36.0% |
| Q2 2019 | $835,000 | +3.2% | 7,500 | 0.0% | 0.14% | +3.0% |
| Q1 2019 | $809,000 | – | 7,500 | – | 0.14% | – |
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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% |