VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,465,551 | -6.1% | 34,099 | -0.8% | 0.48% | -20.8% |
| Q2 2023 | $4,757,716 | +2.0% | 34,382 | -1.2% | 0.60% | +19.0% |
| Q1 2023 | $4,665,909 | -1.7% | 34,802 | -0.8% | 0.51% | -5.9% |
| Q4 2022 | $4,745,364 | +8.8% | 35,088 | -2.1% | 0.54% | +10.9% |
| Q3 2022 | $4,363,000 | -4.8% | 35,833 | +1.3% | 0.48% | +0.6% |
| Q2 2022 | $4,581,000 | -12.9% | 35,372 | +0.7% | 0.48% | -2.6% |
| Q1 2022 | $5,259,000 | -4.5% | 35,134 | -4.1% | 0.50% | -2.0% |
| Q4 2021 | $5,507,000 | +7.1% | 36,635 | -0.5% | 0.50% | +5.0% |
| Q3 2021 | $5,141,000 | +0.8% | 36,827 | +1.5% | 0.48% | +0.6% |
| Q2 2021 | $5,098,000 | +2.2% | 36,287 | -1.8% | 0.48% | -7.9% |
| Q1 2021 | $4,986,000 | +13.2% | 36,967 | -0.2% | 0.52% | +3.6% |
| Q4 2020 | $4,405,000 | +18.3% | 37,027 | +0.8% | 0.50% | -1.6% |
| Q3 2020 | $3,723,000 | +2.4% | 36,727 | -3.3% | 0.51% | -5.0% |
| Q2 2020 | $3,635,000 | +17.6% | 37,980 | -0.1% | 0.54% | -0.7% |
| Q1 2020 | $3,090,000 | -35.0% | 38,010 | -4.8% | 0.54% | -32.6% |
| Q4 2019 | $4,757,000 | +5.7% | 39,913 | +0.2% | 0.80% | -1.8% |
| Q3 2019 | $4,501,000 | -3.5% | 39,832 | -4.9% | 0.82% | -6.1% |
| Q2 2019 | $4,665,000 | +4.6% | 41,895 | +1.3% | 0.87% | -0.2% |
| Q1 2019 | $4,461,000 | +15.3% | 41,354 | +1.8% | 0.87% | -1.6% |
| Q4 2018 | $3,869,000 | – | 40,611 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |