VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,870 | -6.7% | 3,710 | -1.4% | 0.09% | -3.1% |
| Q2 2023 | $520,875 | +1057.5% | 3,764 | +972.4% | 0.10% | +273.1% |
| Q2 2022 | $45,000 | -13.5% | 351 | +0.3% | 0.03% | -3.7% |
| Q1 2022 | $52,000 | 0.0% | 350 | +0.3% | 0.03% | -10.0% |
| Q4 2021 | $52,000 | -25.7% | 349 | -30.9% | 0.03% | -6.2% |
| Q3 2021 | $70,000 | -1.4% | 505 | +0.2% | 0.03% | +3.2% |
| Q2 2021 | $71,000 | 0.0% | 504 | -3.6% | 0.03% | +3.3% |
| Q1 2021 | $71,000 | +14.5% | 523 | +0.2% | 0.03% | +3.4% |
| Q4 2020 | $62,000 | +31.9% | 522 | +12.0% | 0.03% | +3.6% |
| Q3 2020 | $47,000 | +4.4% | 466 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $45,000 | -36.6% | 466 | -46.7% | 0.03% | -45.1% |
| Q1 2020 | $71,000 | -35.5% | 875 | -5.1% | 0.05% | -3.8% |
| Q4 2019 | $110,000 | – | 922 | – | 0.05% | – |
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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% |