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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |