VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 315 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 3.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $257,000 | -51.0% | 3,167 | -28.0% | 0.14% | -38.9% |
Q4 2019 | $525,000 | -9.3% | 4,400 | -14.1% | 0.22% | -14.0% |
Q3 2019 | $579,000 | +1.0% | 5,120 | -0.6% | 0.26% | -5.9% |
Q2 2019 | $573,000 | +4.0% | 5,153 | +0.9% | 0.27% | +13.3% |
Q1 2019 | $551,000 | +15.0% | 5,108 | +1.6% | 0.24% | +4.3% |
Q4 2018 | $479,000 | -21.6% | 5,028 | -7.0% | 0.23% | -15.4% |
Q3 2018 | $611,000 | +30.3% | 5,409 | +27.5% | 0.27% | +22.4% |
Q2 2018 | $469,000 | +0.4% | 4,243 | -0.7% | 0.22% | -0.4% |
Q1 2018 | $467,000 | -9.8% | 4,272 | -7.9% | 0.22% | +58.9% |
Q4 2017 | $518,000 | -61.8% | 4,638 | -63.9% | 0.14% | -79.4% |
Q3 2017 | $1,355,000 | -11.7% | 12,833 | -14.0% | 0.69% | +62.9% |
Q2 2017 | $1,535,000 | +1.9% | 14,923 | +0.9% | 0.42% | +0.5% |
Q1 2017 | $1,507,000 | +7.5% | 14,789 | +2.5% | 0.42% | +16.1% |
Q4 2016 | $1,402,000 | +29.0% | 14,430 | +24.3% | 0.36% | +24.9% |
Q3 2016 | $1,087,000 | +78.2% | 11,613 | +69.7% | 0.29% | +13.8% |
Q2 2016 | $610,000 | – | 6,845 | – | 0.25% | – |
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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% |