VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,688 | -9.8% | 2,388 | -4.7% | 0.03% | -3.4% |
| Q2 2023 | $346,840 | +3.3% | 2,506 | +0.0% | 0.03% | -6.5% |
| Q1 2023 | $335,870 | -4.0% | 2,505 | -3.1% | 0.03% | -8.8% |
| Q4 2022 | $349,731 | +10.3% | 2,586 | -0.7% | 0.03% | 0.0% |
| Q3 2022 | $317,000 | -5.9% | 2,604 | 0.0% | 0.03% | +21.4% |
| Q2 2022 | $337,000 | -14.7% | 2,604 | -1.1% | 0.03% | +3.7% |
| Q1 2022 | $395,000 | +27.8% | 2,634 | +28.3% | 0.03% | +28.6% |
| Q4 2021 | $309,000 | +18.8% | 2,053 | +10.2% | 0.02% | +10.5% |
| Q3 2021 | $260,000 | -0.4% | 1,863 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $261,000 | +4.0% | 1,863 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $251,000 | -5.3% | 1,863 | -16.3% | 0.02% | -9.1% |
| Q4 2020 | $265,000 | – | 2,225 | – | 0.02% | – |
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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% |