VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 706 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,871 | -2.7% | 1,824 | +2.8% | 0.04% | 0.0% |
| Q2 2023 | $245,486 | -3.1% | 1,774 | -6.1% | 0.04% | -8.5% |
| Q1 2023 | $253,258 | -8.2% | 1,889 | -7.4% | 0.05% | -23.0% |
| Q4 2022 | $275,754 | +11.2% | 2,039 | 0.0% | 0.06% | +1.7% |
| Q3 2022 | $248,000 | -5.7% | 2,039 | +0.3% | 0.06% | -3.2% |
| Q2 2022 | $263,000 | -22.2% | 2,032 | -10.0% | 0.06% | -6.1% |
| Q1 2022 | $338,000 | -13.6% | 2,259 | -13.1% | 0.07% | 0.0% |
| Q4 2021 | $391,000 | +7.7% | 2,599 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $363,000 | -0.5% | 2,599 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $365,000 | +4.0% | 2,599 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $351,000 | +21.0% | 2,599 | +6.6% | 0.07% | +7.8% |
| Q4 2020 | $290,000 | – | 2,439 | – | 0.06% | – |
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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% |