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 | $272,004 | -5.4% | 2,077 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $287,416 | +3.7% | 2,077 | +0.5% | 0.07% | +1.4% |
| Q1 2023 | $277,123 | -0.9% | 2,067 | 0.0% | 0.07% | -8.9% |
| Q4 2022 | $279,542 | +11.1% | 2,067 | 0.0% | 0.08% | +16.2% |
| Q3 2022 | $251,699 | -7.6% | 2,067 | -1.8% | 0.07% | -4.2% |
| Q2 2022 | $272,511 | -12.9% | 2,104 | +0.7% | 0.07% | -7.8% |
| Q1 2022 | $312,811 | +127.4% | 2,090 | +128.4% | 0.08% | +102.6% |
| Q4 2021 | $137,552 | -55.9% | 915 | -59.1% | 0.04% | -53.7% |
| Q3 2021 | $312,168 | -0.6% | 2,236 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $314,158 | +4.2% | 2,236 | 0.0% | 0.08% | -2.3% |
| Q1 2021 | $301,569 | +13.4% | 2,236 | 0.0% | 0.09% | +2.4% |
| Q4 2020 | $265,995 | +25.9% | 2,236 | +7.2% | 0.08% | +20.0% |
| Q3 2020 | $211,356 | – | 2,085 | – | 0.07% | – |
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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% |