VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 257 filers reported holding VANGUARD INDEX FDS in Q4 2015. The put-call ratio across all filers is 1.46 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $233,000 | +5.4% | 2,225 | -10.7% | 0.18% | -12.2% |
Q1 2020 | $221,000 | -25.6% | 2,491 | 0.0% | 0.20% | -13.1% |
Q4 2019 | $297,000 | +5.3% | 2,491 | 0.0% | 0.24% | -26.9% |
Q3 2018 | $282,000 | +2.5% | 2,491 | 0.0% | 0.32% | -8.5% |
Q2 2018 | $275,000 | +0.7% | 2,491 | 0.0% | 0.35% | -2.5% |
Q1 2018 | $273,000 | -2.8% | 2,491 | 0.0% | 0.36% | +5.5% |
Q4 2017 | $281,000 | +21.1% | 2,491 | 0.0% | 0.34% | +31.9% |
Q2 2016 | $232,000 | +6.9% | 2,491 | 0.0% | 0.26% | +19.8% |
Q1 2016 | $217,000 | +1.4% | 2,491 | 0.0% | 0.22% | -9.2% |
Q4 2015 | $214,000 | -2.3% | 2,491 | 0.0% | 0.24% | -3.6% |
Q3 2015 | $219,000 | -3.1% | 2,491 | 0.0% | 0.25% | -16.2% |
Q2 2015 | $226,000 | -2.6% | 2,491 | 0.0% | 0.30% | -5.4% |
Q1 2015 | $232,000 | – | 2,491 | – | 0.31% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 506,375 | $54,628,000 | 8.46% |
FORTE CAPITAL LLC /ADV | 198,582 | $21,423,000 | 7.72% |
Dougherty Wealth Advisers LLC | 17,838 | $1,924,000 | 6.52% |
Jacobi Capital Management LLC | 231,436 | $24,967,000 | 6.38% |
BHK Investment Advisors, LLC | 92,025 | $9,928,000 | 6.02% |
Money Design Co.,Ltd. | 196,168 | $21,163,000 | 5.63% |
Shakespeare Wealth Management, LLC | 68,216 | $7,359,000 | 5.52% |
Summit Financial, LLC | 292,120 | $31,666,357,000 | 5.43% |
Betterment LLC | 7,206,977 | $777,489,000 | 4.70% |
Capital Advantage, Inc. | 121,444 | $13,101,000 | 4.65% |