VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,216 | -43.8% | 1,735 | -40.6% | 0.01% | -28.6% |
| Q2 2023 | $404,153 | -9.9% | 2,921 | -12.7% | 0.01% | +16.7% |
| Q1 2023 | $448,658 | -25.0% | 3,346 | -24.4% | 0.01% | -25.0% |
| Q4 2022 | $598,256 | +14.6% | 4,424 | +3.2% | 0.01% | 0.0% |
| Q3 2022 | $522,000 | -4.2% | 4,286 | +1.9% | 0.01% | 0.0% |
| Q2 2022 | $545,000 | -4.6% | 4,208 | +10.2% | 0.01% | 0.0% |
| Q1 2022 | $571,000 | -0.7% | 3,819 | -0.2% | 0.01% | -11.1% |
| Q4 2021 | $575,000 | +40.6% | 3,825 | +30.3% | 0.01% | +80.0% |
| Q3 2021 | $409,000 | +56.1% | 2,936 | +57.2% | 0.01% | +66.7% |
| Q2 2021 | $262,000 | +46.4% | 1,868 | -0.6% | 0.00% | 0.0% |
| Q2 2020 | $179,000 | +32.6% | 1,880 | +13.0% | 0.00% | 0.0% |
| Q1 2020 | $135,000 | -31.8% | 1,664 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $198,000 | – | 1,664 | – | 0.00% | – |
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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, INC. | 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% |