VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,221 | -94.4% | 3,980 | -94.3% | 0.07% | -94.7% |
| Q4 2022 | $9,370,644 | +3.2% | 69,289 | -1.2% | 1.31% | -3.0% |
| Q2 2022 | $9,079,000 | -9.1% | 70,105 | +5.0% | 1.35% | +4.0% |
| Q1 2022 | $9,988,000 | +458.9% | 66,735 | +421.4% | 1.30% | +479.9% |
| Q3 2021 | $1,787,000 | -92.4% | 12,800 | -92.4% | 0.22% | -92.7% |
| Q2 2021 | $23,532,000 | +1176500.0% | 167,490 | +669860.0% | 3.08% | – |
| Q2 2020 | $2,000 | -100.0% | 25 | -100.0% | 0.00% | -100.0% |
| Q2 2017 | $8,840,000 | +988.7% | 85,930 | +809.3% | 2.00% | +505.4% |
| Q4 2015 | $812,000 | +6.3% | 9,450 | +2.9% | 0.33% | +7.5% |
| Q3 2015 | $764,000 | – | 9,180 | – | 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% |