VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $78,877 | +3.2% | 570 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $76,420 | -16.2% | 570 | -15.4% | 0.01% | -20.0% |
Q4 2022 | $91,152 | +32.1% | 674 | +18.2% | 0.01% | +25.0% |
Q3 2022 | $69,000 | -6.8% | 570 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $74,000 | -12.9% | 570 | 0.0% | 0.01% | -11.1% |
Q1 2022 | $85,000 | -1.2% | 570 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $86,000 | +7.5% | 570 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $80,000 | +21.2% | 570 | +22.1% | 0.01% | +12.5% |
Q2 2021 | $66,000 | +11.9% | 467 | +6.1% | 0.01% | 0.0% |
Q1 2021 | $59,000 | +13.5% | 440 | 0.0% | 0.01% | +14.3% |
Q4 2020 | $52,000 | +15.6% | 440 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $45,000 | -52.6% | 440 | -55.7% | 0.01% | -56.2% |
Q2 2020 | $95,000 | +163.9% | 994 | +125.9% | 0.02% | +128.6% |
Q1 2020 | $36,000 | -30.8% | 440 | 0.0% | 0.01% | -22.2% |
Q4 2019 | $52,000 | +4.0% | 440 | 0.0% | 0.01% | -10.0% |
Q3 2019 | $50,000 | +2.0% | 440 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $49,000 | +4.3% | 440 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $47,000 | +11.9% | 440 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $42,000 | -16.0% | 440 | 0.0% | 0.01% | -9.1% |
Q3 2018 | $50,000 | +2.0% | 440 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $49,000 | – | 440 | – | 0.01% | – |
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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% |