VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,773,211 | +3.9% | 82,263 | +9.8% | 3.02% | -3.0% |
Q2 2023 | $10,368,973 | +8.2% | 74,931 | +4.8% | 3.12% | +5.1% |
Q1 2023 | $9,586,802 | +1.3% | 71,506 | +2.2% | 2.97% | -3.9% |
Q4 2022 | $9,462,031 | +9.6% | 69,965 | -1.3% | 3.09% | +1.1% |
Q3 2022 | $8,630,000 | -4.0% | 70,873 | +2.1% | 3.05% | -1.0% |
Q2 2022 | $8,988,000 | -21.1% | 69,396 | -8.8% | 3.08% | -7.3% |
Q1 2022 | $11,389,000 | +2.3% | 76,092 | +1.0% | 3.33% | +13.5% |
Q4 2021 | $11,138,000 | +8.2% | 75,305 | +2.1% | 2.93% | -6.4% |
Q3 2021 | $10,297,000 | +4.1% | 73,754 | +4.8% | 3.13% | +1.8% |
Q2 2021 | $9,890,000 | +6.7% | 70,390 | +2.4% | 3.08% | +0.2% |
Q1 2021 | $9,269,000 | +5.3% | 68,723 | -0.7% | 3.07% | +4.6% |
Q4 2020 | $8,806,000 | +108.1% | 69,231 | +65.8% | 2.94% | +233.1% |
Q3 2020 | $4,232,000 | +8.4% | 41,752 | +2.3% | 0.88% | +4.0% |
Q2 2020 | $3,904,000 | +26.2% | 40,800 | +7.2% | 0.85% | +7.9% |
Q1 2020 | $3,094,000 | – | 38,064 | – | 0.79% | – |
Download |
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% |