VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 435 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,541 | -2.1% | 2,157 | +3.4% | 0.02% | +5.0% |
| Q2 2023 | $288,615 | -2.3% | 2,086 | -5.4% | 0.02% | -9.1% |
| Q1 2023 | $295,458 | -20.5% | 2,204 | -19.7% | 0.02% | -26.7% |
| Q4 2022 | $371,433 | -9.2% | 2,746 | -18.2% | 0.03% | -25.0% |
| Q3 2022 | $409,000 | +50.4% | 3,355 | +60.0% | 0.04% | +60.0% |
| Q2 2022 | $272,000 | -26.9% | 2,097 | -15.5% | 0.02% | -10.7% |
| Q1 2022 | $372,000 | +29.2% | 2,483 | +29.5% | 0.03% | +33.3% |
| Q4 2021 | $288,000 | -0.3% | 1,917 | -7.5% | 0.02% | -8.7% |
| Q3 2021 | $289,000 | -1.4% | 2,073 | +0.5% | 0.02% | -4.2% |
| Q2 2021 | $293,000 | +16.3% | 2,063 | +10.4% | 0.02% | +4.3% |
| Q1 2021 | $252,000 | +11.0% | 1,869 | -1.9% | 0.02% | -4.2% |
| Q4 2020 | $227,000 | +5.1% | 1,905 | +5.3% | 0.02% | -31.4% |
| Q4 2019 | $216,000 | +6.9% | 1,809 | +0.7% | 0.04% | +9.4% |
| Q3 2019 | $202,000 | -2.4% | 1,796 | -3.5% | 0.03% | -8.6% |
| Q2 2019 | $207,000 | -2.8% | 1,862 | -1.4% | 0.04% | -25.5% |
| Q3 2018 | $213,000 | +1.9% | 1,888 | 0.0% | 0.05% | -4.1% |
| Q2 2018 | $209,000 | +3.5% | 1,888 | +4.2% | 0.05% | -7.5% |
| Q4 2017 | $202,000 | – | 1,812 | – | 0.05% | – |
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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% |