VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 260 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.91 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $59,455 | -25.8% | 454 | -21.6% | 0.01% | -27.3% |
Q2 2023 | $80,121 | +3.2% | 579 | 0.0% | 0.01% | +10.0% |
Q1 2023 | $77,625 | -0.9% | 579 | 0.0% | 0.01% | -9.1% |
Q4 2022 | $78,303 | +11.9% | 579 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $70,000 | -6.7% | 579 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $75,000 | -13.8% | 579 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $87,000 | 0.0% | 579 | 0.0% | 0.01% | +10.0% |
Q4 2021 | $87,000 | +8.8% | 579 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $80,000 | -2.4% | 579 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $82,000 | +5.1% | 579 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $78,000 | +85.7% | 579 | +63.6% | 0.01% | +66.7% |
Q4 2020 | $42,000 | +16.7% | 354 | 0.0% | 0.01% | +20.0% |
Q3 2020 | $36,000 | +5.9% | 354 | 0.0% | 0.01% | -16.7% |
Q2 2020 | $34,000 | +17.2% | 354 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $29,000 | -31.0% | 354 | 0.0% | 0.01% | -14.3% |
Q4 2019 | $42,000 | +5.0% | 354 | 0.0% | 0.01% | -12.5% |
Q3 2019 | $40,000 | +2.6% | 354 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $39,000 | +2.6% | 354 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $38,000 | +11.8% | 354 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $34,000 | -15.0% | 354 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $40,000 | +2.6% | 354 | 0.0% | 0.01% | +14.3% |
Q2 2018 | $39,000 | 0.0% | 354 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $39,000 | +105.3% | 354 | +77.0% | 0.01% | +75.0% |
Q4 2016 | $19,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $17,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $17,000 | – | 200 | – | 0.00% | – |
Download |
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% |