VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,098 | -5.4% | 1,925 | 0.0% | 0.18% | +1.1% |
| Q2 2023 | $266,382 | +107.0% | 1,925 | +100.5% | 0.18% | +97.8% |
| Q1 2023 | $128,708 | -0.9% | 960 | 0.0% | 0.09% | -2.2% |
| Q4 2022 | $129,830 | +11.0% | 960 | 0.0% | 0.09% | -1.1% |
| Q3 2022 | $117,000 | -5.6% | 960 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $124,000 | -13.9% | 960 | 0.0% | 0.09% | +9.5% |
| Q1 2022 | $144,000 | 0.0% | 960 | 0.0% | 0.08% | +12.0% |
| Q4 2021 | $144,000 | +7.5% | 960 | 0.0% | 0.08% | -2.6% |
| Q3 2021 | $134,000 | -5.6% | 960 | -5.0% | 0.08% | -3.8% |
| Q2 2021 | $142,000 | +4.4% | 1,010 | 0.0% | 0.08% | -9.1% |
| Q1 2021 | $136,000 | +13.3% | 1,010 | 0.0% | 0.09% | +1.1% |
| Q4 2020 | $120,000 | +17.6% | 1,010 | 0.0% | 0.09% | -6.5% |
| Q3 2020 | $102,000 | -1.9% | 1,010 | -6.9% | 0.09% | -18.4% |
| Q2 2020 | $104,000 | +18.2% | 1,085 | 0.0% | 0.11% | +2.7% |
| Q1 2020 | $88,000 | -31.8% | 1,085 | 0.0% | 0.11% | +3.7% |
| Q4 2019 | $129,000 | +4.9% | 1,085 | 0.0% | 0.11% | -8.5% |
| Q3 2019 | $123,000 | +1.7% | 1,085 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $121,000 | +3.4% | 1,085 | 0.0% | 0.12% | -3.3% |
| Q1 2019 | $117,000 | +13.6% | 1,085 | 0.0% | 0.12% | -4.7% |
| Q4 2018 | $103,000 | – | 1,085 | – | 0.13% | – |
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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% |