VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $343,030 | -25.1% | 2,619 | -20.9% | 0.18% | -26.2% |
| Q2 2023 | $458,225 | +10.3% | 3,311 | +6.9% | 0.24% | +5.7% |
| Q1 2023 | $415,396 | -2.1% | 3,098 | -1.3% | 0.23% | -11.7% |
| Q4 2022 | $424,431 | +1.5% | 3,138 | -8.5% | 0.26% | 0.0% |
| Q3 2022 | $418,000 | -7.1% | 3,431 | -1.2% | 0.26% | -14.6% |
| Q2 2022 | $450,000 | -14.3% | 3,472 | -1.1% | 0.30% | -5.3% |
| Q1 2022 | $525,000 | -0.8% | 3,509 | -0.3% | 0.32% | -1.9% |
| Q4 2021 | $529,000 | +2.5% | 3,519 | -4.8% | 0.32% | -5.0% |
| Q3 2021 | $516,000 | -11.5% | 3,696 | -10.9% | 0.34% | -16.6% |
| Q2 2021 | $583,000 | -22.8% | 4,147 | -25.9% | 0.41% | -22.2% |
| Q1 2021 | $755,000 | +5.0% | 5,599 | -7.4% | 0.53% | -1.5% |
| Q4 2020 | $719,000 | +15.8% | 6,045 | -1.4% | 0.53% | +0.8% |
| Q3 2020 | $621,000 | -3.0% | 6,130 | -8.3% | 0.53% | -7.7% |
| Q2 2020 | $640,000 | +19.9% | 6,688 | +1.8% | 0.57% | +8.3% |
| Q1 2020 | $534,000 | -30.1% | 6,568 | +2.5% | 0.53% | -15.9% |
| Q4 2019 | $764,000 | +4.4% | 6,409 | -1.0% | 0.63% | -4.4% |
| Q3 2019 | $732,000 | -0.9% | 6,474 | -1.0% | 0.66% | -2.5% |
| Q2 2019 | $739,000 | -7.3% | 6,540 | -10.3% | 0.68% | -12.2% |
| Q1 2019 | $797,000 | +13.7% | 7,293 | -0.9% | 0.77% | +1.2% |
| Q4 2018 | $701,000 | – | 7,362 | – | 0.76% | – |
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% |