VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $91 | +127.5% | 627 | +104.2% | 0.00% | 0.0% |
| Q3 2023 | $40 | +166.7% | 307 | +186.9% | 0.00% | – |
| Q2 2023 | $15 | +7.1% | 107 | 0.0% | 0.00% | – |
| Q1 2023 | $14 | -22.2% | 107 | -20.1% | 0.00% | – |
| Q4 2022 | $18 | -100.0% | 134 | -94.9% | 0.00% | -100.0% |
| Q3 2022 | $323,000 | -5.8% | 2,650 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $343,000 | -13.4% | 2,650 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $396,000 | -18.2% | 2,648 | -17.8% | 0.01% | -12.5% |
| Q4 2021 | $484,000 | +7.6% | 3,220 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $450,000 | -0.4% | 3,220 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $452,000 | +4.1% | 3,220 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $434,000 | +13.3% | 3,220 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $383,000 | +3.8% | 3,220 | -11.7% | 0.01% | -11.1% |
| Q3 2020 | $369,000 | +6.0% | 3,645 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $348,000 | – | 3,635 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 540,505 | $61,077,000 | 8.76% |
| Dougherty Wealth Advisers LLC | 19,972 | $2,257,000 | 7.42% |
| FORTE CAPITAL LLC /ADV | 188,633 | $21,316,000 | 6.59% |
| Money Design Co.,Ltd. | 269,870 | $30,495,000 | 6.41% |
| BHK Investment Advisors, LLC | 97,225 | $10,986,000 | 6.34% |
| Summit Financial, LLC | 319,281 | $34,749,323,000 | 5.89% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 73,856 | $8,346,000 | 4.83% |
| Capital Advantage, Inc. | 121,914 | $13,776,000 | 4.77% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 81,204 | $9,176,000 | 4.39% |