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 | $698,308 | -16.0% | 5,332 | -11.2% | 0.02% | -16.7% |
| Q2 2023 | $831,077 | -2.4% | 6,006 | -5.5% | 0.02% | -10.0% |
| Q1 2023 | $851,915 | +18.0% | 6,354 | +19.0% | 0.02% | -4.8% |
| Q4 2022 | $722,191 | -2.3% | 5,340 | -12.1% | 0.02% | -22.2% |
| Q3 2022 | $739,000 | -22.4% | 6,072 | -17.4% | 0.03% | -34.1% |
| Q2 2022 | $952,000 | -15.9% | 7,351 | -2.8% | 0.04% | -4.7% |
| Q1 2022 | $1,132,000 | +74.2% | 7,560 | +74.8% | 0.04% | +87.0% |
| Q4 2021 | $650,000 | +7.1% | 4,324 | -0.5% | 0.02% | -4.2% |
| Q3 2021 | $607,000 | -7.5% | 4,347 | -6.9% | 0.02% | -11.1% |
| Q2 2021 | $656,000 | +8.4% | 4,667 | +4.0% | 0.03% | -3.6% |
| Q1 2021 | $605,000 | +13.5% | 4,486 | +0.1% | 0.03% | 0.0% |
| Q4 2020 | $533,000 | +57.2% | 4,483 | +34.1% | 0.03% | +21.7% |
| Q3 2020 | $339,000 | +25.1% | 3,342 | +18.0% | 0.02% | +15.0% |
| Q2 2020 | $271,000 | +1029.2% | 2,832 | +1205.1% | 0.02% | +900.0% |
| Q2 2019 | $24,000 | +20.0% | 217 | +16.7% | 0.00% | -33.3% |
| Q1 2019 | $20,000 | +11.1% | 186 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -92.1% | 186 | -90.9% | 0.00% | -94.4% |
| Q3 2018 | $229,000 | +1.8% | 2,033 | 0.0% | 0.05% | +14.9% |
| Q2 2018 | $225,000 | +1.4% | 2,033 | 0.0% | 0.05% | -4.1% |
| Q1 2018 | $222,000 | -51.0% | 2,033 | +91.3% | 0.05% | -5.8% |
| Q4 2017 | $453,000 | +547.1% | 1,063 | +57.2% | 0.05% | +147.6% |
| Q2 2017 | $70,000 | – | 676 | – | 0.02% | – |
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% |