VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 425 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,720 | -44.6% | 6,229 | -41.4% | 0.04% | -46.8% |
| Q2 2023 | $1,471,623 | +3.2% | 10,635 | +0.0% | 0.08% | -4.9% |
| Q1 2023 | $1,425,457 | -2.7% | 10,632 | -1.9% | 0.08% | -12.0% |
| Q4 2022 | $1,465,120 | +5.0% | 10,833 | -5.4% | 0.09% | -13.2% |
| Q3 2022 | $1,395,000 | -5.0% | 11,453 | +1.0% | 0.11% | -17.8% |
| Q2 2022 | $1,469,000 | -13.8% | 11,339 | -0.4% | 0.13% | 0.0% |
| Q1 2022 | $1,704,000 | -5.5% | 11,388 | -5.1% | 0.13% | -3.0% |
| Q4 2021 | $1,804,000 | +6.1% | 12,002 | -1.4% | 0.13% | -3.6% |
| Q3 2021 | $1,700,000 | +6.0% | 12,174 | +6.6% | 0.14% | +35.3% |
| Q2 2021 | $1,604,000 | +6.1% | 11,419 | +1.9% | 0.10% | -6.4% |
| Q1 2021 | $1,512,000 | +10.7% | 11,207 | -2.4% | 0.11% | -4.4% |
| Q4 2020 | $1,366,000 | +11.9% | 11,483 | -4.6% | 0.11% | -7.3% |
| Q3 2020 | $1,221,000 | -1.9% | 12,042 | -7.4% | 0.12% | -28.1% |
| Q2 2020 | $1,245,000 | +11.2% | 13,007 | -5.6% | 0.17% | +6.2% |
| Q1 2020 | $1,120,000 | -35.2% | 13,780 | -5.0% | 0.16% | -21.5% |
| Q4 2019 | $1,728,000 | +4.2% | 14,501 | -1.2% | 0.20% | -8.9% |
| Q3 2019 | $1,658,000 | +1.0% | 14,675 | -0.5% | 0.22% | -5.5% |
| Q2 2019 | $1,642,000 | +1.9% | 14,751 | -1.2% | 0.24% | -11.2% |
| Q1 2019 | $1,611,000 | +123.1% | 14,937 | +97.0% | 0.27% | +92.8% |
| Q4 2018 | $722,000 | -19.1% | 7,584 | -4.0% | 0.14% | -28.0% |
| Q3 2018 | $893,000 | +4.8% | 7,898 | +2.4% | 0.19% | -11.5% |
| Q2 2018 | $852,000 | -7.7% | 7,711 | -10.5% | 0.22% | -12.1% |
| Q1 2018 | $923,000 | +55.6% | 8,613 | +65.3% | 0.25% | +58.0% |
| Q4 2017 | $593,000 | +17.4% | 5,210 | +9.4% | 0.16% | -27.0% |
| Q3 2017 | $505,000 | -68.2% | 4,762 | +3.5% | 0.22% | -72.0% |
| Q2 2017 | $1,588,000 | +145.4% | 4,600 | -20.5% | 0.77% | +78.4% |
| Q1 2017 | $647,000 | +294.5% | 5,789 | +246.0% | 0.43% | +247.6% |
| Q4 2016 | $164,000 | – | 1,673 | – | 0.12% | – |
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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% |