VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,675,787 | -7.3% | 12,796 | -2.1% | 0.11% | -5.9% |
| Q2 2023 | $1,807,746 | +3.8% | 13,064 | +0.6% | 0.12% | -0.8% |
| Q1 2023 | $1,741,085 | +93506.7% | 12,986 | -5.6% | 0.12% | -9.2% |
| Q4 2022 | $1,860 | -99.7% | 13,755 | +127.3% | 0.13% | +129.8% |
| Q3 2022 | $737,000 | -57.1% | 6,051 | -54.3% | 0.06% | -56.2% |
| Q2 2022 | $1,716,000 | -57.3% | 13,251 | -50.6% | 0.13% | -52.6% |
| Q1 2022 | $4,016,000 | +94.1% | 26,828 | +95.0% | 0.27% | +86.4% |
| Q4 2021 | $2,069,000 | – | 13,761 | – | 0.15% | – |
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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% |