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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,467,940 | -5.4% | 18,845 | -0.1% | 2.82% | -2.0% |
| Q2 2023 | $2,609,391 | +3.8% | 18,857 | +0.6% | 2.88% | -0.9% |
| Q1 2023 | $2,512,731 | +2.9% | 18,742 | +3.8% | 2.90% | -3.1% |
| Q4 2022 | $2,442,742 | +10.6% | 18,062 | -0.4% | 3.00% | +0.6% |
| Q3 2022 | $2,208,000 | -3.8% | 18,137 | +2.3% | 2.98% | +0.4% |
| Q2 2022 | $2,296,000 | -15.0% | 17,730 | -1.8% | 2.97% | -1.7% |
| Q1 2022 | $2,701,000 | +2.5% | 18,049 | +3.0% | 3.02% | +4.4% |
| Q4 2021 | $2,635,000 | – | 17,525 | – | 2.89% | – |
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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% |