VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 553 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $792,000 | +18.7% | 8,281 | +0.9% | 0.34% | -9.5% |
| Q1 2020 | $667,000 | -31.7% | 8,205 | +0.1% | 0.38% | -26.0% |
| Q4 2019 | $977,000 | +5.4% | 8,200 | 0.0% | 0.51% | -0.8% |
| Q3 2019 | $927,000 | +1.5% | 8,200 | 0.0% | 0.52% | -0.6% |
| Q2 2019 | $913,000 | +3.2% | 8,200 | 0.0% | 0.52% | -3.2% |
| Q1 2019 | $885,000 | +13.3% | 8,200 | 0.0% | 0.54% | +42.6% |
| Q4 2018 | $781,000 | -15.7% | 8,200 | 0.0% | 0.38% | -52.5% |
| Q3 2018 | $927,000 | +2.3% | 8,200 | 0.0% | 0.79% | -1.6% |
| Q2 2018 | $906,000 | +1.0% | 8,200 | 0.0% | 0.80% | +103.8% |
| Q1 2018 | $897,000 | -2.0% | 8,200 | 0.0% | 0.40% | +9.4% |
| Q4 2017 | $915,000 | +5.7% | 8,200 | 0.0% | 0.36% | +8.4% |
| Q3 2017 | $866,000 | – | 8,200 | – | 0.33% | – |
Download | ||||||
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% |