VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206 | +0.5% | 1,486 | -2.6% | 0.03% | -8.6% |
| Q1 2023 | $205 | -99.9% | 1,526 | 0.0% | 0.04% | -5.4% |
| Q4 2022 | $206,381 | -7.0% | 1,526 | +2.7% | 0.04% | +19.4% |
| Q1 2022 | $222,000 | -0.4% | 1,486 | 0.0% | 0.03% | +3.3% |
| Q4 2021 | $223,000 | +7.7% | 1,486 | 0.0% | 0.03% | -3.2% |
| Q3 2021 | $207,000 | -1.0% | 1,486 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $209,000 | +4.5% | 1,486 | 0.0% | 0.03% | -6.1% |
| Q1 2021 | $200,000 | – | 1,486 | – | 0.03% | – |
Download | ||||||
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% |