VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $924,430 | -11.4% | 7,059 | -6.3% | 0.02% | -5.9% |
Q2 2023 | $1,043,020 | +20.1% | 7,537 | +16.4% | 0.02% | +13.3% |
Q1 2023 | $868,220 | -0.9% | 6,476 | 0.0% | 0.02% | -11.8% |
Q4 2022 | $875,797 | +11.0% | 6,476 | -0.0% | 0.02% | 0.0% |
Q3 2022 | $789,000 | -20.4% | 6,477 | -2.2% | 0.02% | -15.0% |
Q1 2022 | $991,000 | -0.5% | 6,620 | -0.1% | 0.02% | 0.0% |
Q4 2021 | $996,000 | – | 6,628 | – | 0.02% | – |
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% |