VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 903 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,755,647 | -0.9% | 13,095 | 0.0% | 0.28% | -9.7% |
| Q4 2022 | $1,770,968 | +11.0% | 13,095 | 0.0% | 0.31% | +2.0% |
| Q3 2022 | $1,595,000 | -6.0% | 13,095 | 0.0% | 0.30% | -2.9% |
| Q2 2022 | $1,696,000 | -13.5% | 13,095 | 0.0% | 0.31% | +1.6% |
| Q1 2022 | $1,960,000 | -0.6% | 13,095 | -0.1% | 0.31% | +5.5% |
| Q4 2021 | $1,971,000 | +7.7% | 13,108 | 0.0% | 0.29% | -2.7% |
| Q3 2021 | $1,830,000 | +6.0% | 13,108 | +6.7% | 0.30% | +5.7% |
| Q2 2021 | $1,726,000 | +28.1% | 12,283 | +23.0% | 0.28% | +17.4% |
| Q1 2021 | $1,347,000 | +45.5% | 9,988 | +28.3% | 0.24% | +36.2% |
| Q4 2020 | $926,000 | +54.1% | 7,783 | +31.3% | 0.18% | +33.1% |
| Q3 2020 | $601,000 | +77.8% | 5,928 | +68.1% | 0.13% | +58.3% |
| Q2 2020 | $338,000 | +65.7% | 3,527 | +40.4% | 0.08% | +33.3% |
| Q1 2020 | $204,000 | +1.0% | 2,512 | +48.5% | 0.06% | +26.0% |
| Q4 2019 | $202,000 | – | 1,692 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 115,886 | $15,672,434 | 14.93% |
| Dougherty Wealth Advisers LLC | 64,464 | $8,718,111 | 14.32% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 873,524 | $118,135,386 | 13.45% |
| SYM FINANCIAL Corp | 411,405 | $55,638,475 | 13.23% |
| BHK Investment Advisors, LLC | 121,213 | $16,392,813 | 9.22% |
| Marotta Asset Management | 243,306 | $32,904,703 | 7.92% |
| Praetorian Wealth Management, Inc. | 158,010 | $21,369,272 | 7.70% |
| INSPIRION WEALTH ADVISORS, LLC | 230,564 | $31,181,443 | 6.61% |
| ERTS Wealth Advisors, LLC | 186,665 | $25,244,625 | 6.54% |
| Waverly Advisors, LLC | 861,794 | $116,548,988 | 6.47% |