VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,716,926 | -3.4% | 13,110 | +2.1% | 0.24% | -2.5% |
| Q2 2023 | $1,777,224 | -1.4% | 12,843 | -4.5% | 0.24% | -2.4% |
| Q1 2023 | $1,802,546 | +11.2% | 13,445 | +12.2% | 0.25% | +5.1% |
| Q4 2022 | $1,621,245 | +50.7% | 11,988 | +35.6% | 0.24% | +38.8% |
| Q3 2022 | $1,076,000 | +0.3% | 8,839 | +6.7% | 0.17% | +4.9% |
| Q2 2022 | $1,073,000 | -8.6% | 8,281 | +5.6% | 0.16% | +1.2% |
| Q1 2022 | $1,174,000 | +14.8% | 7,843 | +15.2% | 0.16% | +16.8% |
| Q4 2021 | $1,023,000 | +20.9% | 6,806 | +12.3% | 0.14% | +8.7% |
| Q3 2021 | $846,000 | +22.6% | 6,060 | +23.3% | 0.13% | +21.2% |
| Q2 2021 | $690,000 | +12.9% | 4,914 | +8.5% | 0.10% | +1.0% |
| Q1 2021 | $611,000 | +19.8% | 4,530 | +5.6% | 0.10% | +4.0% |
| Q4 2020 | $510,000 | +21.7% | 4,289 | +3.7% | 0.10% | -2.0% |
| Q3 2020 | $419,000 | +55.8% | 4,135 | +47.2% | 0.10% | +13.5% |
| Q2 2020 | $269,000 | +30.6% | 2,810 | +62.3% | 0.09% | +45.9% |
| Q4 2019 | $206,000 | -45.2% | 1,731 | -48.0% | 0.06% | -42.5% |
| Q3 2018 | $376,000 | +2.5% | 3,326 | 0.0% | 0.11% | -6.2% |
| Q2 2018 | $367,000 | -2.1% | 3,326 | -2.9% | 0.11% | -13.1% |
| Q1 2018 | $375,000 | -2.6% | 3,424 | -0.9% | 0.13% | -5.8% |
| Q4 2017 | $385,000 | +6.6% | 3,454 | +1.0% | 0.14% | -3.5% |
| Q3 2017 | $361,000 | +35.2% | 3,421 | +31.9% | 0.14% | +25.4% |
| Q2 2017 | $267,000 | +1.9% | 2,594 | +1.0% | 0.11% | -3.4% |
| Q1 2017 | $262,000 | +7.4% | 2,568 | +2.1% | 0.12% | +3.5% |
| Q4 2016 | $244,000 | +5.6% | 2,514 | +1.7% | 0.11% | -1.7% |
| Q3 2016 | $231,000 | +5.0% | 2,473 | 0.0% | 0.12% | +2.7% |
| Q2 2016 | $220,000 | -5.6% | 2,473 | -7.4% | 0.11% | -14.4% |
| Q1 2016 | $233,000 | +62.9% | 2,671 | +60.7% | 0.13% | +83.3% |
| Q4 2015 | $143,000 | – | 1,662 | – | 0.07% | – |
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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% |