VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $189,857 | -3.1% | 1,372 | -6.1% | 0.03% | +22.7% |
| Q1 2023 | $195,876 | -7.3% | 1,461 | 0.0% | 0.02% | +46.7% |
| Q4 2022 | $211,217 | -16.5% | 1,461 | -18.0% | 0.02% | -16.7% |
| Q1 2022 | $253,000 | +12.4% | 1,781 | +15.6% | 0.02% | +20.0% |
| Q4 2021 | $225,000 | -7.0% | 1,540 | -5.7% | 0.02% | -6.2% |
| Q3 2021 | $242,000 | -90.6% | 1,633 | +5732.1% | 0.02% | +1500.0% |
| Q3 2016 | $2,587,000 | +3.5% | 28 | -69.9% | 0.00% | – |
| Q2 2016 | $2,500,000 | – | 93 | – | 0.00% | – |
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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% |