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 | $2,004,309 | +43.0% | 15,304 | +51.1% | 0.13% | +33.3% |
| Q2 2023 | $1,401,276 | +4.6% | 10,126 | +1.3% | 0.10% | -3.9% |
| Q1 2023 | $1,340,061 | -0.4% | 9,995 | +0.4% | 0.10% | -8.0% |
| Q4 2022 | $1,345,819 | +9.0% | 9,951 | -1.9% | 0.11% | -13.8% |
| Q3 2022 | $1,235,000 | +0.5% | 10,143 | +6.9% | 0.13% | +17.1% |
| Q2 2022 | $1,229,000 | -9.4% | 9,491 | +4.7% | 0.11% | +0.9% |
| Q1 2022 | $1,356,000 | -81.6% | 9,061 | -81.5% | 0.11% | -79.3% |
| Q4 2021 | $7,380,000 | +39.2% | 49,093 | +29.3% | 0.53% | +17.2% |
| Q3 2021 | $5,301,000 | +11.6% | 37,969 | +12.3% | 0.45% | +7.9% |
| Q2 2021 | $4,751,000 | +13.3% | 33,812 | +8.8% | 0.42% | -5.6% |
| Q1 2021 | $4,192,000 | +21.6% | 31,084 | +7.2% | 0.44% | -6.3% |
| Q4 2020 | $3,448,000 | +403.4% | 28,988 | +329.0% | 0.48% | +184.4% |
| Q3 2020 | $685,000 | +130.6% | 6,757 | +118.0% | 0.17% | +83.5% |
| Q2 2020 | $297,000 | +4142.9% | 3,100 | +3775.0% | 0.09% | +1720.0% |
| Q1 2020 | $7,000 | – | 80 | – | 0.01% | – |
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% |