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 | $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 | 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% |