VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 505 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $7,777,000 | +14.7% | 68,825 | +13.0% | 2.89% | +10.4% |
| Q2 2019 | $6,779,000 | +8.7% | 60,890 | +5.3% | 2.62% | +7.7% |
| Q1 2019 | $6,237,000 | +27.0% | 57,812 | +12.1% | 2.43% | +6.1% |
| Q4 2018 | $4,912,000 | -63.1% | 51,572 | -50.8% | 2.29% | -58.8% |
| Q3 2018 | $13,312,000 | +15.6% | 104,908 | +11.4% | 5.56% | +10.9% |
| Q2 2018 | $11,515,000 | +15.7% | 94,151 | +10.5% | 5.01% | +122.6% |
| Q1 2018 | $9,955,000 | -2.0% | 85,194 | +3.1% | 2.25% | -50.5% |
| Q4 2017 | $10,156,000 | +151.6% | 82,653 | +117.3% | 4.55% | +58.7% |
| Q3 2017 | $4,036,000 | +9.9% | 38,042 | +6.8% | 2.86% | +51.2% |
| Q2 2017 | $3,672,000 | +4.3% | 35,609 | +2.0% | 1.90% | +2.5% |
| Q1 2017 | $3,521,000 | +26.7% | 34,898 | +23.9% | 1.85% | +17.3% |
| Q4 2016 | $2,779,000 | +270.5% | 28,173 | +247.3% | 1.58% | +240.9% |
| Q3 2016 | $750,000 | – | 8,113 | – | 0.46% | – |
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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% |