VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $696,868 | -4.4% | 5,321 | +1.1% | 0.12% | -1.7% |
| Q2 2023 | $728,595 | +4.3% | 5,265 | +1.1% | 0.12% | -4.8% |
| Q1 2023 | $698,241 | -0.1% | 5,208 | +0.7% | 0.12% | -7.5% |
| Q4 2022 | $699,132 | -18.4% | 5,170 | -26.5% | 0.13% | -26.0% |
| Q3 2022 | $857,000 | -0.2% | 7,036 | +6.1% | 0.18% | -1.1% |
| Q2 2022 | $859,000 | -12.0% | 6,633 | +1.7% | 0.18% | -0.5% |
| Q1 2022 | $976,000 | +44.2% | 6,522 | +44.8% | 0.18% | +40.5% |
| Q4 2021 | $677,000 | +40.7% | 4,503 | +30.6% | 0.13% | +32.3% |
| Q3 2021 | $481,000 | -9.8% | 3,447 | -9.1% | 0.10% | -17.5% |
| Q2 2021 | $533,000 | +4.7% | 3,792 | +0.4% | 0.12% | -3.2% |
| Q1 2021 | $509,000 | +1.2% | 3,777 | -10.8% | 0.12% | -2.4% |
| Q4 2020 | $503,000 | +137.3% | 4,232 | +102.7% | 0.13% | +67.1% |
| Q3 2020 | $212,000 | – | 2,088 | – | 0.08% | – |
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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, LLC | 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% |