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 2023 | $3,764,842 | -5.6% | 28,748 | -0.3% | 0.25% | -34.4% |
| Q2 2023 | $3,989,583 | -23.1% | 28,831 | -25.5% | 0.38% | -30.7% |
| Q1 2023 | $5,190,076 | +6.5% | 38,712 | +7.4% | 0.54% | +2.9% |
| Q4 2022 | $4,873,264 | -21.5% | 36,034 | -29.3% | 0.53% | -76.1% |
| Q3 2022 | $6,209,000 | -11.9% | 50,991 | -6.3% | 2.20% | -5.0% |
| Q2 2022 | $7,047,000 | -24.0% | 54,406 | -12.2% | 2.32% | -10.4% |
| Q1 2022 | $9,271,000 | +7.3% | 61,943 | +7.8% | 2.59% | -21.1% |
| Q4 2021 | $8,639,000 | +115.5% | 57,469 | +100.2% | 3.28% | +80.4% |
| Q3 2021 | $4,008,000 | +4.9% | 28,712 | +5.6% | 1.82% | +5.1% |
| Q2 2021 | $3,822,000 | +30.4% | 27,201 | +25.2% | 1.73% | +20.5% |
| Q1 2021 | $2,930,000 | +72.4% | 21,728 | +52.0% | 1.44% | +71.0% |
| Q4 2020 | $1,700,000 | +61.0% | 14,291 | +37.2% | 0.84% | +37.0% |
| Q3 2020 | $1,056,000 | +382.2% | 10,419 | +354.4% | 0.61% | +344.2% |
| Q2 2020 | $219,000 | – | 2,293 | – | 0.14% | – |
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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% |