VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,555,695 | +6.1% | 27,151 | +12.1% | 0.11% | -2.6% |
| Q2 2023 | $3,351,840 | +6.3% | 24,222 | +3.0% | 0.12% | -8.0% |
| Q1 2023 | $3,152,161 | +7.6% | 23,511 | +8.5% | 0.12% | -15.5% |
| Q4 2022 | $2,930,155 | +147.7% | 21,666 | +123.0% | 0.15% | +117.6% |
| Q3 2022 | $1,183,000 | +9.3% | 9,717 | +16.3% | 0.07% | +9.7% |
| Q2 2022 | $1,082,000 | -56.5% | 8,355 | -49.8% | 0.06% | -49.6% |
| Q1 2022 | $2,490,000 | -0.0% | 16,639 | +0.4% | 0.12% | +3.4% |
| Q4 2021 | $2,491,000 | +35.6% | 16,570 | +26.0% | 0.12% | +15.5% |
| Q3 2021 | $1,837,000 | +30.4% | 13,156 | +31.2% | 0.10% | +19.8% |
| Q2 2021 | $1,409,000 | +18.8% | 10,029 | +14.0% | 0.09% | +3.6% |
| Q1 2021 | $1,186,000 | -26.7% | 8,795 | -35.8% | 0.08% | -30.3% |
| Q4 2020 | $1,617,000 | -99.9% | 13,694 | 0.0% | 0.12% | -0.8% |
| Q3 2020 | $1,388,000,000 | – | 13,694 | – | 0.12% | – |
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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% |