VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $717,697 | -5.4% | 5,480 | 0.0% | 0.14% | -3.6% |
| Q2 2023 | $758,361 | +3.2% | 5,480 | 0.0% | 0.14% | -5.4% |
| Q1 2023 | $734,741 | -10.0% | 5,480 | -9.2% | 0.15% | -14.9% |
| Q4 2022 | $816,076 | +76.6% | 6,034 | +55.2% | 0.17% | +32.8% |
| Q3 2022 | $462,000 | -40.9% | 3,887 | -35.6% | 0.13% | -22.5% |
| Q2 2022 | $782,000 | -13.4% | 6,034 | 0.0% | 0.17% | -12.4% |
| Q1 2022 | $903,000 | -0.4% | 6,034 | 0.0% | 0.19% | +1.0% |
| Q4 2021 | $907,000 | +7.7% | 6,034 | 0.0% | 0.19% | -14.0% |
| Q3 2021 | $842,000 | +54.2% | 6,034 | +55.2% | 0.22% | +64.4% |
| Q2 2021 | $546,000 | +4.2% | 3,887 | 0.0% | 0.14% | +4.7% |
| Q1 2021 | $524,000 | – | 3,887 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
| FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
| Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
| BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
| Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
| Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
| Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
| Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |