VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 223 filers reported holding VANGUARD INDEX FDS in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,210,374 | -7.9% | 9,228 | -2.7% | 0.05% | -6.0% |
Q2 2023 | $1,314,785 | -23.6% | 9,487 | -26.0% | 0.05% | -29.6% |
Q1 2023 | $1,720,700 | -1.5% | 12,824 | -0.7% | 0.07% | -19.3% |
Q4 2022 | $1,746,986 | +6.7% | 12,917 | -3.8% | 0.09% | +3.5% |
Q3 2022 | $1,637,000 | +18.6% | 13,426 | +26.2% | 0.08% | +21.4% |
Q2 2022 | $1,380,000 | -28.3% | 10,640 | -17.1% | 0.07% | -13.6% |
Q1 2022 | $1,924,000 | +20.5% | 12,839 | +20.9% | 0.08% | +17.4% |
Q4 2021 | $1,597,000 | +99.1% | 10,618 | +85.2% | 0.07% | +72.5% |
Q3 2021 | $802,000 | +6.8% | 5,734 | +7.3% | 0.04% | +5.3% |
Q2 2021 | $751,000 | +26.6% | 5,345 | +21.7% | 0.04% | +8.6% |
Q1 2021 | $593,000 | +25.6% | 4,391 | +10.9% | 0.04% | +6.1% |
Q4 2020 | $472,000 | +29.3% | 3,959 | +3.7% | 0.03% | +3.1% |
Q2 2020 | $365,000 | +49.6% | 3,818 | +27.3% | 0.03% | +23.1% |
Q1 2020 | $244,000 | -17.0% | 2,999 | +21.6% | 0.03% | +13.0% |
Q4 2019 | $294,000 | +38.7% | 2,467 | +31.3% | 0.02% | +4.5% |
Q3 2019 | $212,000 | -75.3% | 1,879 | -75.4% | 0.02% | -86.2% |
Q3 2018 | $858,000 | -44.4% | 7,643 | -44.9% | 0.16% | -23.4% |
Q2 2018 | $1,544,000 | -24.1% | 13,880 | -25.2% | 0.21% | -26.4% |
Q1 2018 | $2,035,000 | -20.1% | 18,558 | -17.7% | 0.28% | -27.0% |
Q4 2017 | $2,547,000 | +3.7% | 22,543 | -2.1% | 0.39% | +4.3% |
Q3 2017 | $2,455,000 | -8.1% | 23,036 | -11.8% | 0.37% | -13.1% |
Q2 2017 | $2,672,000 | -16.4% | 26,124 | -17.5% | 0.43% | -25.5% |
Q1 2017 | $3,195,000 | +4.4% | 31,658 | +2.2% | 0.58% | -3.8% |
Q4 2016 | $3,060,000 | +3.4% | 30,983 | -1.9% | 0.60% | +0.8% |
Q3 2016 | $2,958,000 | +4.2% | 31,595 | -0.9% | 0.59% | +1.2% |
Q2 2016 | $2,840,000 | -1.2% | 31,882 | -3.4% | 0.59% | -8.3% |
Q1 2016 | $2,875,000 | +7.2% | 32,996 | +5.8% | 0.64% | +8.8% |
Q4 2015 | $2,682,000 | +4.2% | 31,201 | +0.9% | 0.59% | -9.7% |
Q3 2015 | $2,575,000 | -3.7% | 30,938 | +4.8% | 0.65% | +2.4% |
Q2 2015 | $2,673,000 | -8.7% | 29,508 | -7.4% | 0.64% | -2.5% |
Q1 2015 | $2,928,000 | +3.4% | 31,855 | +0.5% | 0.65% | -7.6% |
Q4 2014 | $2,833,000 | +9.4% | 31,681 | +3.9% | 0.71% | +1.1% |
Q3 2014 | $2,590,000 | -1.7% | 30,503 | +0.7% | 0.70% | -2.1% |
Q2 2014 | $2,634,000 | +15.5% | 30,294 | +10.0% | 0.71% | -1.0% |
Q1 2014 | $2,280,000 | +11.4% | 27,528 | +7.3% | 0.72% | +4.7% |
Q4 2013 | $2,047,000 | +102.1% | 25,658 | +87.1% | 0.69% | +79.2% |
Q3 2013 | $1,013,000 | +275.2% | 13,711 | +252.6% | 0.38% | +207.2% |
Q2 2013 | $270,000 | – | 3,889 | – | 0.12% | – |
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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% |