VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 257 filers reported holding VANGUARD INDEX FDS in Q4 2015. The put-call ratio across all filers is 1.46 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $4,187,000 | +3.2% | 43,077 | -0.6% | 2.94% | +5.8% |
Q3 2016 | $4,057,000 | +14.4% | 43,356 | +8.9% | 2.78% | +15.0% |
Q2 2016 | $3,545,000 | +4.0% | 39,795 | +1.7% | 2.42% | -4.3% |
Q1 2016 | $3,409,000 | +14.0% | 39,135 | +12.5% | 2.52% | +8.3% |
Q4 2015 | $2,990,000 | +25.9% | 34,790 | +30.5% | 2.33% | +24.7% |
Q3 2015 | $2,374,000 | – | 26,660 | – | 1.87% | – |
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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% |