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 | $6,168,409 | -4.8% | 47,101 | +0.6% | 0.28% | -2.4% |
| Q2 2023 | $6,476,815 | -60.8% | 46,805 | -62.0% | 0.29% | -59.2% |
| Q1 2023 | $16,510,462 | +975.2% | 123,148 | +984.6% | 0.71% | +872.6% |
| Q4 2022 | $1,535,526 | -13.7% | 11,354 | -22.3% | 0.07% | -28.4% |
| Q3 2022 | $1,780,000 | +96.5% | 14,616 | +109.0% | 0.10% | +85.5% |
| Q2 2022 | $906,000 | -4.2% | 6,992 | +10.6% | 0.06% | -3.5% |
| Q1 2022 | $946,000 | -2.6% | 6,320 | -2.2% | 0.06% | -1.7% |
| Q4 2021 | $971,000 | -2.3% | 6,460 | -9.3% | 0.06% | -10.8% |
| Q3 2021 | $994,000 | -5.3% | 7,119 | -4.7% | 0.06% | -7.1% |
| Q2 2021 | $1,050,000 | +24.4% | 7,473 | +19.4% | 0.07% | +14.8% |
| Q1 2021 | $844,000 | +11.2% | 6,259 | -1.9% | 0.06% | -9.0% |
| Q4 2020 | $759,000 | +782.6% | 6,381 | +506.6% | 0.07% | +415.4% |
| Q1 2020 | $86,000 | +1.2% | 1,052 | +47.5% | 0.01% | +18.2% |
| Q4 2019 | $85,000 | +165.6% | 713 | +151.9% | 0.01% | +120.0% |
| Q3 2019 | $32,000 | 0.0% | 283 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | +10.3% | 283 | +5.2% | 0.01% | 0.0% |
| Q1 2019 | $29,000 | +11.5% | 269 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | -13.3% | 269 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $30,000 | 0.0% | 269 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $30,000 | -33.3% | 269 | -34.2% | 0.01% | -40.0% |
| Q1 2018 | $45,000 | +181.2% | 409 | +192.1% | 0.01% | +150.0% |
| Q4 2017 | $16,000 | -23.8% | 140 | -28.6% | 0.00% | -33.3% |
| Q3 2017 | $21,000 | – | 196 | – | 0.01% | – |
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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% |