VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,106 | -5.5% | 2,933 | -0.2% | 0.03% | -6.1% |
| Q2 2023 | $406,561 | -0.8% | 2,938 | -3.9% | 0.03% | -5.7% |
| Q1 2023 | $409,987 | -21.6% | 3,058 | -20.9% | 0.04% | -23.9% |
| Q4 2022 | $522,882 | +45.2% | 3,866 | +30.7% | 0.05% | +31.4% |
| Q3 2022 | $360,000 | -5.0% | 2,957 | +1.0% | 0.04% | -5.4% |
| Q2 2022 | $379,000 | -15.2% | 2,928 | -2.0% | 0.04% | -2.6% |
| Q1 2022 | $447,000 | -8.8% | 2,987 | -8.3% | 0.04% | -9.5% |
| Q4 2021 | $490,000 | +7.7% | 3,258 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $455,000 | +13.2% | 3,258 | +13.9% | 0.04% | +10.3% |
| Q2 2021 | $402,000 | +4.1% | 2,860 | 0.0% | 0.04% | -2.5% |
| Q1 2021 | $386,000 | +25.3% | 2,860 | +10.6% | 0.04% | +11.1% |
| Q4 2020 | $308,000 | +16.2% | 2,586 | -1.1% | 0.04% | 0.0% |
| Q3 2020 | $265,000 | +8.6% | 2,614 | +2.3% | 0.04% | -2.7% |
| Q2 2020 | $244,000 | +18.4% | 2,554 | +0.7% | 0.04% | -11.9% |
| Q1 2020 | $206,000 | -22.6% | 2,537 | +13.6% | 0.04% | -4.5% |
| Q4 2019 | $266,000 | – | 2,233 | – | 0.04% | – |
Download | ||||||
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% |