VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 270 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,484,442 | -7.8% | 18,971 | -2.6% | 1.13% | -1.2% |
Q2 2023 | $2,694,981 | -16.2% | 19,471 | -18.9% | 1.14% | -21.7% |
Q1 2023 | $3,217,814 | +99001.1% | 24,001 | -0.0% | 1.46% | -1.7% |
Q4 2022 | $3,247 | -99.9% | 24,011 | +0.6% | 1.49% | +9.9% |
Q3 2022 | $3,006,000 | -19.1% | 23,878 | -15.9% | 1.36% | -3.5% |
Q2 2022 | $3,714,000 | +18.8% | 28,398 | +36.0% | 1.40% | +47.2% |
Q1 2022 | $3,125,000 | +20.4% | 20,881 | +20.9% | 0.95% | +33.1% |
Q4 2021 | $2,596,000 | +71.5% | 17,270 | +59.2% | 0.72% | +50.0% |
Q3 2021 | $1,514,000 | +1.5% | 10,845 | +2.2% | 0.48% | +7.7% |
Q2 2021 | $1,491,000 | +4.2% | 10,611 | 0.0% | 0.44% | -0.2% |
Q1 2021 | $1,431,000 | +229.0% | 10,611 | +133.4% | 0.44% | +211.2% |
Q2 2020 | $435,000 | -63.8% | 4,546 | -69.3% | 0.14% | -80.5% |
Q1 2020 | $1,203,000 | -62.6% | 14,801 | -45.2% | 0.73% | -27.2% |
Q4 2019 | $3,216,000 | +5.5% | 26,986 | 0.0% | 1.00% | -1.0% |
Q3 2019 | $3,049,000 | +1.5% | 26,986 | 0.0% | 1.02% | +0.7% |
Q2 2019 | $3,005,000 | +3.2% | 26,986 | 0.0% | 1.01% | +5.8% |
Q1 2019 | $2,911,000 | +12.9% | 26,986 | -0.3% | 0.95% | +1.8% |
Q4 2018 | $2,578,000 | +28.6% | 27,060 | +52.7% | 0.94% | +54.5% |
Q3 2018 | $2,004,000 | -48.8% | 17,725 | -50.0% | 0.61% | -9.6% |
Q2 2018 | $3,916,000 | -0.5% | 35,450 | -1.5% | 0.67% | -55.6% |
Q1 2018 | $3,935,000 | +42.7% | 35,975 | +45.6% | 1.51% | +41.2% |
Q4 2017 | $2,757,000 | +2.9% | 24,715 | -2.5% | 1.07% | -2.9% |
Q3 2017 | $2,678,000 | +8.7% | 25,350 | +5.8% | 1.10% | +3.0% |
Q2 2017 | $2,464,000 | -10.6% | 23,950 | -11.5% | 1.07% | -11.5% |
Q1 2017 | $2,757,000 | -42.6% | 27,070 | -45.3% | 1.21% | -8.1% |
Q4 2016 | $4,807,000 | +76.7% | 49,460 | +70.1% | 1.31% | +78.4% |
Q3 2016 | $2,721,000 | +239.3% | 29,079 | +223.1% | 0.74% | +168.6% |
Q2 2016 | $802,000 | -71.8% | 9,000 | -72.5% | 0.27% | -61.4% |
Q1 2016 | $2,847,000 | +55.3% | 32,681 | +53.2% | 0.71% | +44.9% |
Q4 2015 | $1,833,000 | -27.4% | 21,330 | -29.7% | 0.49% | -30.6% |
Q3 2015 | $2,525,000 | +30.7% | 30,330 | +42.2% | 0.71% | +28.8% |
Q2 2015 | $1,932,000 | -1.4% | 21,330 | 0.0% | 0.55% | +3.2% |
Q1 2015 | $1,960,000 | +2.7% | 21,330 | 0.0% | 0.53% | +1.3% |
Q4 2014 | $1,908,000 | -2.3% | 21,330 | -7.2% | 0.52% | -7.4% |
Q3 2014 | $1,952,000 | -5.2% | 22,989 | -2.9% | 0.57% | -5.2% |
Q2 2014 | $2,059,000 | – | 23,679 | – | 0.60% | – |
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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% |