VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,516 | -4.5% | 2,058 | +0.9% | 0.04% | -4.5% |
| Q2 2023 | $282,157 | -5.5% | 2,039 | -8.4% | 0.04% | -17.0% |
| Q1 2023 | $298,574 | -0.9% | 2,227 | 0.0% | 0.05% | -7.0% |
| Q4 2022 | $301,179 | +9.1% | 2,227 | -1.7% | 0.06% | +32.6% |
| Q3 2022 | $276,000 | -5.8% | 2,266 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $293,000 | -13.6% | 2,266 | 0.0% | 0.04% | +23.5% |
| Q1 2022 | $339,000 | -0.6% | 2,266 | 0.0% | 0.03% | +3.0% |
| Q4 2021 | $341,000 | +6.6% | 2,266 | -1.2% | 0.03% | 0.0% |
| Q3 2021 | $320,000 | +5.3% | 2,293 | +6.1% | 0.03% | +3.1% |
| Q2 2021 | $304,000 | +25.1% | 2,161 | +20.1% | 0.03% | +6.7% |
| Q1 2021 | $243,000 | – | 1,799 | – | 0.03% | – |
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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% |