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 | $65,480 | -5.4% | 500 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $69,190 | +3.2% | 500 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $67,035 | -0.9% | 500 | 0.0% | 0.03% | -18.2% |
| Q4 2022 | $67,620 | +5.7% | 500 | -4.8% | 0.03% | +3.1% |
| Q3 2022 | $64,000 | -21.0% | 525 | -16.0% | 0.03% | -13.5% |
| Q2 2022 | $81,000 | -51.8% | 625 | -44.4% | 0.04% | -45.6% |
| Q1 2022 | $168,000 | – | 1,125 | – | 0.07% | – |
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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% |