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 | $666,980 | -3.7% | 5,093 | +1.8% | 0.06% | +1.6% |
| Q2 2023 | $692,593 | +42.7% | 5,005 | +38.3% | 0.06% | +34.8% |
| Q1 2023 | $485,334 | -5.2% | 3,620 | -4.4% | 0.05% | -8.0% |
| Q4 2022 | $511,883 | +66.2% | 3,785 | +49.6% | 0.05% | +47.1% |
| Q3 2022 | $308,000 | -6.1% | 2,530 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $328,000 | -13.5% | 2,530 | 0.0% | 0.04% | -2.8% |
| Q1 2022 | $379,000 | -0.3% | 2,530 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $380,000 | -5.5% | 2,530 | -12.2% | 0.04% | -12.2% |
| Q3 2021 | $402,000 | +9950.0% | 2,880 | +11420.0% | 0.04% | +4000.0% |
| Q2 2021 | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | -70.0% | 25 | -70.6% | 0.00% | -66.7% |
| Q3 2018 | $10,000 | – | 85 | – | 0.00% | – |
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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% |