VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $606,000 | -25.0% | 4,334 | -24.7% | 0.50% | -28.6% |
| Q2 2021 | $808,000 | +4.0% | 5,754 | -0.1% | 0.70% | +3.9% |
| Q1 2021 | $777,000 | -20.8% | 5,758 | -30.2% | 0.67% | -18.5% |
| Q4 2020 | $981,000 | -10.1% | 8,245 | -23.4% | 0.82% | +35.1% |
| Q3 2020 | $1,091,000 | +9.8% | 10,766 | +3.7% | 0.61% | +11.1% |
| Q2 2020 | $994,000 | +20.8% | 10,379 | +2.2% | 0.55% | +26.6% |
| Q1 2020 | $823,000 | -37.4% | 10,155 | -7.7% | 0.43% | -28.7% |
| Q4 2019 | $1,315,000 | +3.5% | 11,007 | -2.0% | 0.61% | -4.7% |
| Q3 2019 | $1,271,000 | -1.5% | 11,232 | -3.3% | 0.64% | +7.8% |
| Q2 2019 | $1,290,000 | +1.6% | 11,611 | -1.5% | 0.59% | -6.3% |
| Q1 2019 | $1,270,000 | +9.9% | 11,785 | -2.6% | 0.63% | -2.2% |
| Q4 2018 | $1,156,000 | +67.8% | 12,095 | +100.0% | 0.64% | +83.2% |
| Q3 2018 | $689,000 | +0.3% | 6,049 | -3.0% | 0.35% | +4.1% |
| Q2 2018 | $687,000 | +1.9% | 6,234 | +0.7% | 0.34% | +10.1% |
| Q1 2018 | $674,000 | – | 6,193 | – | 0.31% | – |
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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% |