VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444,371 | +31.3% | 3,393 | +38.7% | 0.04% | +33.3% |
| Q2 2023 | $338,448 | -2.2% | 2,446 | -5.2% | 0.03% | -19.5% |
| Q1 2023 | $346,086 | +7.1% | 2,581 | +8.0% | 0.04% | +7.9% |
| Q4 2022 | $323,224 | -29.7% | 2,390 | -36.7% | 0.04% | -36.7% |
| Q3 2022 | $460,000 | -3.0% | 3,774 | +3.1% | 0.06% | +5.3% |
| Q2 2022 | $474,000 | -8.5% | 3,661 | +5.8% | 0.06% | +1.8% |
| Q1 2022 | $518,000 | -9.0% | 3,459 | -8.6% | 0.06% | -16.4% |
| Q4 2021 | $569,000 | +7.8% | 3,783 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $528,000 | -0.8% | 3,783 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $532,000 | +19.8% | 3,783 | +15.0% | 0.07% | +6.3% |
| Q1 2021 | $444,000 | +14.4% | 3,290 | +0.9% | 0.06% | +8.6% |
| Q4 2020 | $388,000 | +6.6% | 3,261 | -9.2% | 0.06% | -15.9% |
| Q3 2020 | $364,000 | +80.2% | 3,591 | +69.9% | 0.07% | +68.3% |
| Q2 2020 | $202,000 | +1246.7% | 2,114 | +1018.5% | 0.04% | +925.0% |
| Q1 2020 | $15,000 | -94.7% | 189 | -92.0% | 0.00% | -94.7% |
| Q4 2019 | $282,000 | +3.3% | 2,363 | -2.2% | 0.08% | -1.3% |
| Q3 2019 | $273,000 | +1.1% | 2,415 | 0.0% | 0.08% | -7.3% |
| Q2 2019 | $270,000 | +2.7% | 2,415 | -1.1% | 0.08% | -16.3% |
| Q1 2019 | $263,000 | -58.4% | 2,441 | -63.2% | 0.10% | -63.7% |
| Q4 2018 | $632,000 | -16.1% | 6,639 | -0.3% | 0.27% | -23.5% |
| Q3 2018 | $753,000 | +0.8% | 6,661 | -1.5% | 0.35% | -5.6% |
| Q2 2018 | $747,000 | +1.4% | 6,763 | +0.4% | 0.37% | -9.0% |
| Q1 2018 | $737,000 | -6.5% | 6,733 | -4.6% | 0.41% | -11.0% |
| Q4 2017 | $788,000 | +9.4% | 7,061 | +3.7% | 0.46% | +4.5% |
| Q3 2017 | $720,000 | -3.2% | 6,812 | -5.8% | 0.44% | -9.8% |
| Q2 2017 | $744,000 | +3.0% | 7,231 | +2.1% | 0.49% | -7.4% |
| Q1 2017 | $722,000 | +9.6% | 7,085 | +4.5% | 0.53% | -7.4% |
| Q4 2016 | $659,000 | – | 6,780 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |