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 2019 | $302,000 | +5.2% | 2,533 | -0.2% | 0.18% | -3.7% |
| Q3 2019 | $287,000 | -80.4% | 2,539 | -80.7% | 0.19% | -81.3% |
| Q2 2019 | $1,462,000 | +3.4% | 13,130 | +0.2% | 1.02% | -1.5% |
| Q1 2019 | $1,414,000 | -6.3% | 13,109 | -17.2% | 1.03% | -12.7% |
| Q4 2018 | $1,509,000 | -23.7% | 15,839 | -9.5% | 1.18% | -10.5% |
| Q3 2018 | $1,979,000 | +2.4% | 17,499 | 0.0% | 1.32% | -12.8% |
| Q2 2018 | $1,933,000 | +1.1% | 17,499 | +0.1% | 1.52% | -1.4% |
| Q1 2018 | $1,912,000 | -12.2% | 17,476 | -10.5% | 1.54% | -8.2% |
| Q4 2017 | $2,178,000 | +13.8% | 19,518 | +7.7% | 1.68% | +8.8% |
| Q3 2017 | $1,914,000 | -49.5% | 18,122 | -50.8% | 1.54% | -48.0% |
| Q2 2017 | $3,789,000 | -4.9% | 36,834 | -5.8% | 2.96% | -11.5% |
| Q1 2017 | $3,985,000 | -19.0% | 39,097 | -22.8% | 3.35% | -11.6% |
| Q4 2016 | $4,920,000 | +7.7% | 50,625 | +3.7% | 3.79% | -1.8% |
| Q3 2016 | $4,569,000 | +27.0% | 48,835 | +20.9% | 3.86% | +11.8% |
| Q2 2016 | $3,597,000 | +21.2% | 40,380 | +18.6% | 3.45% | +7.3% |
| Q1 2016 | $2,967,000 | – | 34,059 | – | 3.21% | – |
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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% |