VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 539 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,041,000 | +16.1% | 53,486 | +7.9% | 1.34% | +5.1% |
| Q3 2021 | $6,923,000 | +2.5% | 49,588 | +3.1% | 1.28% | +3.1% |
| Q2 2021 | $6,757,000 | +1.9% | 48,089 | -2.2% | 1.24% | -13.7% |
| Q1 2021 | $6,634,000 | +22.8% | 49,186 | +8.3% | 1.44% | -2.7% |
| Q4 2020 | $5,403,000 | -21.9% | 45,417 | -33.4% | 1.48% | -26.7% |
| Q3 2020 | $6,916,000 | -9.8% | 68,221 | -14.9% | 2.02% | -4.9% |
| Q2 2020 | $7,671,000 | +41.9% | 80,152 | +20.5% | 2.12% | +9.9% |
| Q1 2020 | $5,406,000 | -29.1% | 66,502 | +3.9% | 1.93% | -14.9% |
| Q4 2019 | $7,630,000 | -1.5% | 64,016 | -6.7% | 2.26% | +10.8% |
| Q3 2019 | $7,749,000 | +8.9% | 68,577 | +7.3% | 2.04% | -1.6% |
| Q2 2019 | $7,117,000 | +4.4% | 63,922 | +1.1% | 2.08% | -6.1% |
| Q1 2019 | $6,819,000 | – | 63,211 | – | 2.21% | – |
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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% |