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 | $991,979 | -8.0% | 7,575 | -2.8% | 0.11% | -7.6% |
| Q2 2023 | $1,078,177 | +9.7% | 7,791 | +6.3% | 0.12% | -4.0% |
| Q1 2023 | $982,619 | -0.5% | 7,329 | +0.4% | 0.12% | -21.0% |
| Q4 2022 | $987,453 | +8.9% | 7,301 | -2.0% | 0.16% | -25.2% |
| Q3 2022 | $907,000 | -3.2% | 7,452 | +3.0% | 0.21% | -4.1% |
| Q2 2022 | $937,000 | -18.5% | 7,236 | -5.7% | 0.22% | -17.0% |
| Q1 2022 | $1,149,000 | +5.6% | 7,677 | +6.1% | 0.26% | +10.0% |
| Q4 2021 | $1,088,000 | +5.2% | 7,238 | -2.3% | 0.24% | -17.2% |
| Q3 2021 | $1,034,000 | -4.9% | 7,407 | -4.3% | 0.29% | -6.1% |
| Q2 2021 | $1,087,000 | -2.8% | 7,738 | -6.6% | 0.31% | -12.5% |
| Q1 2021 | $1,118,000 | +13.6% | 8,289 | +0.2% | 0.35% | +8.3% |
| Q4 2020 | $984,000 | +3.8% | 8,269 | -11.6% | 0.33% | -8.4% |
| Q3 2020 | $948,000 | +1.5% | 9,354 | -4.1% | 0.36% | -2.5% |
| Q2 2020 | $934,000 | -13.6% | 9,758 | -26.6% | 0.36% | -25.8% |
| Q1 2020 | $1,081,000 | -19.7% | 13,299 | +17.7% | 0.49% | -2.2% |
| Q4 2019 | $1,347,000 | +2.4% | 11,302 | -2.9% | 0.50% | +0.2% |
| Q3 2019 | $1,315,000 | +2.3% | 11,639 | +0.8% | 0.50% | +2.9% |
| Q2 2019 | $1,286,000 | +2.8% | 11,548 | -0.4% | 0.49% | -1.6% |
| Q1 2019 | $1,251,000 | +951.3% | 11,593 | -10.7% | 0.50% | +629.4% |
| Q4 2018 | $119,000 | -12.5% | 12,979 | +13.1% | 0.07% | -9.3% |
| Q3 2018 | $136,000 | -89.2% | 11,480 | +0.9% | 0.08% | -86.1% |
| Q2 2018 | $1,255,000 | -1.1% | 11,375 | -2.1% | 0.54% | -7.1% |
| Q1 2018 | $1,269,000 | -49.2% | 11,620 | -48.2% | 0.58% | -73.4% |
| Q4 2017 | $2,499,000 | +182.1% | 22,412 | +167.2% | 2.18% | +75.0% |
| Q3 2017 | $886,000 | -16.7% | 8,387 | -17.5% | 1.25% | +128.6% |
| Q2 2017 | $1,064,000 | +17.4% | 10,166 | +14.1% | 0.54% | +14.3% |
| Q1 2017 | $906,000 | +8.8% | 8,907 | +4.3% | 0.48% | +3.7% |
| Q4 2016 | $833,000 | – | 8,540 | – | 0.46% | – |
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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% |