VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $465,916 | -18.2% | 3,475 | -17.5% | 0.02% | -26.5% |
Q4 2022 | $569,713 | +62.8% | 4,213 | +46.6% | 0.03% | +41.7% |
Q3 2022 | $350,000 | -26.0% | 2,874 | -21.4% | 0.02% | -25.0% |
Q2 2022 | $473,000 | -31.4% | 3,658 | -20.7% | 0.03% | -23.8% |
Q1 2022 | $690,000 | -42.9% | 4,611 | -42.7% | 0.04% | -44.0% |
Q4 2021 | $1,209,000 | +1.7% | 8,049 | -5.6% | 0.08% | -7.4% |
Q3 2021 | $1,189,000 | -32.7% | 8,524 | -32.2% | 0.08% | -36.2% |
Q2 2021 | $1,766,000 | -6.2% | 12,564 | -10.0% | 0.13% | -21.1% |
Q1 2021 | $1,883,000 | +1315.8% | 13,962 | +1142.2% | 0.16% | +1241.7% |
Q4 2020 | $133,000 | +20.9% | 1,124 | +3.9% | 0.01% | +71.4% |
Q3 2020 | $110,000 | +4.8% | 1,082 | -1.4% | 0.01% | -50.0% |
Q2 2020 | $105,000 | -45.0% | 1,097 | -31.6% | 0.01% | -41.7% |
Q4 2019 | $191,000 | +70.5% | 1,604 | +62.5% | 0.02% | +33.3% |
Q3 2019 | $112,000 | -48.1% | 987 | -56.4% | 0.02% | -67.3% |
Q4 2018 | $216,000 | -8.5% | 2,265 | +8.5% | 0.06% | +48.6% |
Q3 2018 | $236,000 | – | 2,087 | – | 0.04% | – |
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% |