VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,550,756 | -5.7% | 88,200 | -0.4% | 3.92% | -2.6% |
| Q2 2023 | $12,250,555 | +3.0% | 88,528 | -0.3% | 4.03% | -1.8% |
| Q1 2023 | $11,898,825 | +14.7% | 88,751 | +4.2% | 4.10% | +1.1% |
| Q3 2022 | $10,371,000 | -7.1% | 85,170 | -1.2% | 4.06% | -11.9% |
| Q2 2022 | $11,166,000 | -13.6% | 86,209 | -0.1% | 4.60% | -0.3% |
| Q1 2022 | $12,922,000 | +143477.8% | 86,337 | +151368.4% | 4.62% | +115425.0% |
| Q4 2021 | $9,000 | +12.5% | 57 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $8,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 57 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $8,000 | +14.3% | 57 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $7,000 | +16.7% | 57 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | +20.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | 0.0% | 57 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $5,000 | -28.6% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | – | 57 | – | 0.00% | – |
Download | ||||||
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% |