VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $637,134 | -8.3% | 4,865 | -3.1% | 0.07% | -7.7% |
Q2 2023 | $695,112 | +3.4% | 5,023 | +0.2% | 0.08% | -2.5% |
Q1 2023 | $672,026 | -2.4% | 5,013 | -1.6% | 0.08% | -7.0% |
Q4 2022 | $688,662 | +11.4% | 5,092 | +0.3% | 0.09% | +1.2% |
Q3 2022 | $618,000 | -6.6% | 5,075 | -0.7% | 0.08% | -3.4% |
Q2 2022 | $662,000 | +87.0% | 5,109 | +115.8% | 0.09% | +109.5% |
Q1 2022 | $354,000 | -0.8% | 2,367 | -0.3% | 0.04% | -2.3% |
Q4 2021 | $357,000 | +12.6% | 2,374 | +4.4% | 0.04% | +7.5% |
Q3 2021 | $317,000 | -1.6% | 2,273 | -0.7% | 0.04% | -7.0% |
Q2 2021 | $322,000 | +1.3% | 2,289 | -2.8% | 0.04% | -8.5% |
Q1 2021 | $318,000 | +17.8% | 2,354 | +3.7% | 0.05% | +9.3% |
Q4 2020 | $270,000 | +20.5% | 2,270 | +2.9% | 0.04% | +10.3% |
Q3 2020 | $224,000 | +600.0% | 2,206 | +564.5% | 0.04% | +550.0% |
Q2 2020 | $32,000 | -27.3% | 332 | -38.2% | 0.01% | -33.3% |
Q1 2020 | $44,000 | -53.7% | 537 | -33.0% | 0.01% | -47.1% |
Q4 2019 | $95,000 | +5.6% | 801 | +0.6% | 0.02% | -5.6% |
Q3 2019 | $90,000 | -99.6% | 796 | -99.7% | 0.02% | -99.7% |
Q2 2019 | $25,660,000 | +2.8% | 230,464 | -0.4% | 5.21% | -18.2% |
Q1 2019 | $24,967,000 | +11.0% | 231,436 | -2.0% | 6.38% | +3.6% |
Q4 2018 | $22,502,000 | +19991.1% | 236,215 | +23832.6% | 6.15% | +20410.0% |
Q3 2018 | $112,000 | +1.8% | 987 | -1.3% | 0.03% | -6.2% |
Q2 2018 | $110,000 | -6.0% | 1,000 | -8.3% | 0.03% | -8.6% |
Q1 2018 | $117,000 | +200.0% | 1,090 | +215.9% | 0.04% | +169.2% |
Q4 2017 | $39,000 | -4.9% | 345 | -10.6% | 0.01% | -7.1% |
Q3 2017 | $41,000 | +78.3% | 386 | +74.7% | 0.01% | +55.6% |
Q2 2017 | $23,000 | +155.6% | 221 | +137.6% | 0.01% | +80.0% |
Q1 2017 | $9,000 | 0.0% | 93 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $9,000 | +350.0% | 93 | +365.0% | 0.01% | +400.0% |
Q3 2016 | $2,000 | – | 20 | – | 0.00% | – |
Download |
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% |