VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 539 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,532,306 | +14.6% | 41,264 | +15.6% | 1.86% | -0.6% |
| Q4 2022 | $4,825,758 | +28.7% | 35,683 | +15.9% | 1.87% | +17.9% |
| Q3 2022 | $3,751,000 | +0.5% | 30,801 | +6.9% | 1.59% | -6.1% |
| Q2 2022 | $3,733,000 | -6.9% | 28,824 | +7.6% | 1.69% | +59.2% |
| Q1 2022 | $4,008,000 | -11.9% | 26,779 | -11.5% | 1.06% | -8.4% |
| Q4 2021 | $4,548,000 | +7.9% | 30,251 | +0.2% | 1.16% | -0.4% |
| Q3 2021 | $4,216,000 | +0.1% | 30,198 | +0.8% | 1.17% | +24.0% |
| Q2 2021 | $4,211,000 | +1.5% | 29,971 | -2.6% | 0.94% | -8.0% |
| Q1 2021 | $4,150,000 | -10.1% | 30,774 | -20.7% | 1.02% | -13.5% |
| Q4 2020 | $4,614,000 | +193.5% | 38,785 | +150.1% | 1.18% | +160.9% |
| Q3 2020 | $1,572,000 | +4.1% | 15,509 | -1.7% | 0.45% | -14.0% |
| Q2 2020 | $1,510,000 | -47.6% | 15,783 | -55.4% | 0.53% | -59.3% |
| Q1 2020 | $2,880,000 | -33.0% | 35,427 | -1.7% | 1.30% | -19.6% |
| Q4 2019 | $4,296,000 | – | 36,043 | – | 1.61% | – |
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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% |