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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |