VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $982,300 | +6.4% | 7,501 | +12.5% | 0.01% | 0.0% |
| Q2 2023 | $923,085 | +17.9% | 6,670 | +14.2% | 0.01% | -12.5% |
| Q1 2023 | $782,787 | +34.2% | 5,839 | +35.4% | 0.01% | +14.3% |
| Q4 2022 | $583,329 | +9.0% | 4,313 | -2.0% | 0.01% | 0.0% |
| Q3 2022 | $535,000 | +8.7% | 4,401 | +15.7% | 0.01% | 0.0% |
| Q2 2022 | $492,000 | -22.3% | 3,804 | -10.1% | 0.01% | 0.0% |
| Q1 2022 | $633,000 | +3.3% | 4,231 | +3.7% | 0.01% | 0.0% |
| Q4 2021 | $613,000 | +14.4% | 4,082 | +6.3% | 0.01% | 0.0% |
| Q3 2021 | $536,000 | +14.8% | 3,841 | +15.5% | 0.01% | +16.7% |
| Q2 2021 | $467,000 | +3.3% | 3,326 | -0.8% | 0.01% | -25.0% |
| Q1 2021 | $452,000 | +34.1% | 3,352 | +18.2% | 0.01% | +14.3% |
| Q4 2020 | $337,000 | -28.5% | 2,836 | -38.9% | 0.01% | -41.7% |
| Q3 2020 | $471,000 | +63.5% | 4,643 | +54.4% | 0.01% | +33.3% |
| Q2 2020 | $288,000 | +18.0% | 3,007 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $244,000 | -0.8% | 3,007 | +45.8% | 0.01% | 0.0% |
| Q4 2019 | $246,000 | +5.6% | 2,063 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $233,000 | +1.3% | 2,063 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $230,000 | +2.7% | 2,063 | -0.5% | 0.01% | -13.3% |
| Q1 2019 | $224,000 | – | 2,073 | – | 0.02% | – |
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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% |