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 | $271,742 | -21.6% | 2,075 | -17.1% | 0.01% | -25.0% |
| Q2 2023 | $346,503 | -11.9% | 2,504 | -14.6% | 0.02% | -15.8% |
| Q1 2023 | $393,093 | -9.1% | 2,932 | -8.3% | 0.02% | -17.4% |
| Q4 2022 | $432,362 | +10.9% | 3,197 | -0.2% | 0.02% | 0.0% |
| Q3 2022 | $390,000 | -11.4% | 3,204 | -5.8% | 0.02% | -11.5% |
| Q2 2022 | $440,000 | -12.2% | 3,400 | +1.6% | 0.03% | -3.7% |
| Q1 2022 | $501,000 | +4.6% | 3,348 | +5.1% | 0.03% | -25.0% |
| Q4 2021 | $479,000 | +11.4% | 3,187 | +3.3% | 0.04% | 0.0% |
| Q3 2021 | $430,000 | +32.3% | 3,085 | +33.1% | 0.04% | +24.1% |
| Q2 2021 | $325,000 | – | 2,317 | – | 0.03% | – |
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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% |