VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $748,366 | -4.6% | 5,161 | -13.8% | 0.29% | -12.4% |
| Q3 2023 | $784,376 | -2.4% | 5,989 | +3.1% | 0.33% | +0.3% |
| Q2 2023 | $803,994 | +7.1% | 5,810 | +3.8% | 0.33% | -0.9% |
| Q1 2023 | $750,576 | +34.2% | 5,598 | +35.3% | 0.33% | +25.8% |
| Q4 2022 | $559,447 | +82.2% | 4,137 | +64.0% | 0.26% | +70.3% |
| Q3 2022 | $307,000 | -31.0% | 2,523 | -26.5% | 0.16% | -27.2% |
| Q2 2022 | $445,000 | -12.2% | 3,433 | +1.3% | 0.21% | -3.2% |
| Q1 2022 | $507,000 | +3.7% | 3,390 | +4.2% | 0.22% | +7.8% |
| Q4 2021 | $489,000 | +1.7% | 3,254 | -5.5% | 0.20% | -5.1% |
| Q3 2021 | $481,000 | +2.3% | 3,443 | +3.0% | 0.22% | +3.4% |
| Q2 2021 | $470,000 | +28.8% | 3,343 | +23.6% | 0.21% | +16.9% |
| Q1 2021 | $365,000 | +33.2% | 2,705 | +17.4% | 0.18% | +29.9% |
| Q4 2020 | $274,000 | +35.0% | 2,304 | +15.1% | 0.14% | +19.1% |
| Q3 2020 | $203,000 | -33.9% | 2,002 | -23.0% | 0.12% | -35.8% |
| Q4 2019 | $307,000 | +5.5% | 2,599 | +0.2% | 0.18% | +1.1% |
| Q3 2019 | $291,000 | 0.0% | 2,593 | +0.2% | 0.18% | -1.7% |
| Q2 2019 | $291,000 | +4.7% | 2,589 | +0.3% | 0.18% | +2.3% |
| Q1 2019 | $278,000 | -60.1% | 2,581 | -64.7% | 0.18% | +10.7% |
| Q4 2018 | $696,000 | +154.0% | 7,317 | +201.6% | 0.16% | -7.0% |
| Q3 2018 | $274,000 | +2.2% | 2,426 | 0.0% | 0.17% | -1.7% |
| Q2 2018 | $268,000 | – | 2,426 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
| FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
| Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
| BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
| Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
| Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
| Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
| Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |