VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
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 | 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% |