VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,313,111 | -28.3% | 10,027 | -24.2% | 0.02% | -26.9% |
| Q2 2023 | $1,830,120 | +30.2% | 13,225 | +27.2% | 0.03% | 0.0% |
| Q1 2023 | $1,405,901 | 0.0% | 10,396 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $1,405,901 | +3.3% | 10,396 | -7.0% | 0.03% | -7.1% |
| Q3 2022 | $1,361,000 | +3.3% | 11,177 | +9.8% | 0.03% | +7.7% |
| Q2 2022 | $1,318,000 | -10.2% | 10,175 | +3.8% | 0.03% | -10.3% |
| Q1 2022 | $1,467,000 | -0.9% | 9,799 | -0.5% | 0.03% | 0.0% |
| Q4 2021 | $1,480,000 | -2.3% | 9,845 | -9.3% | 0.03% | -6.5% |
| Q3 2021 | $1,515,000 | -15.4% | 10,855 | -14.8% | 0.03% | -27.9% |
| Q2 2021 | $1,790,000 | +32.6% | 12,738 | +27.3% | 0.04% | -35.8% |
| Q1 2021 | $1,350,000 | +101.5% | 10,010 | +77.7% | 0.07% | +91.4% |
| Q4 2020 | $670,000 | +37.3% | 5,632 | -6.1% | 0.04% | -25.5% |
| Q1 2020 | $488,000 | -58.2% | 6,001 | -38.7% | 0.05% | -58.0% |
| Q4 2019 | $1,167,000 | +43.5% | 9,793 | +36.2% | 0.11% | +27.3% |
| Q3 2019 | $813,000 | +32.4% | 7,191 | +30.3% | 0.09% | +31.3% |
| Q2 2019 | $614,000 | +122.5% | 5,517 | +115.8% | 0.07% | +91.4% |
| Q1 2019 | $276,000 | +38.0% | 2,557 | +44.5% | 0.04% | +12.9% |
| Q3 2018 | $200,000 | – | 1,769 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |