VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,500,866 | +1.3% | 10,847 | -1.8% | 0.45% | -8.3% |
| Q1 2023 | $1,480,991 | -13.0% | 11,046 | -12.2% | 0.49% | -21.7% |
| Q4 2022 | $1,702,031 | +3.1% | 12,584 | -7.1% | 0.63% | -19.2% |
| Q3 2022 | $1,651,000 | -5.8% | 13,548 | +0.1% | 0.78% | -11.8% |
| Q2 2022 | $1,753,000 | -11.7% | 13,536 | +2.0% | 0.88% | -13.2% |
| Q1 2022 | $1,986,000 | +1.6% | 13,269 | +1.9% | 1.02% | -9.3% |
| Q4 2021 | $1,954,000 | +4.2% | 13,018 | -3.1% | 1.12% | -26.9% |
| Q3 2021 | $1,875,000 | -1.9% | 13,430 | -1.3% | 1.54% | -5.5% |
| Q2 2021 | $1,912,000 | +3.8% | 13,610 | -0.3% | 1.63% | -22.7% |
| Q1 2021 | $1,842,000 | -18.2% | 13,657 | -27.9% | 2.10% | -14.5% |
| Q4 2020 | $2,253,000 | -23.7% | 18,942 | -34.8% | 2.46% | +91.1% |
| Q3 2020 | $2,951,000 | -21.0% | 29,070 | -25.5% | 1.29% | -51.0% |
| Q2 2020 | $3,734,000 | -20.0% | 39,012 | -32.0% | 2.63% | -8.7% |
| Q1 2020 | $4,669,000 | -59.9% | 57,412 | -41.2% | 2.88% | -15.5% |
| Q4 2019 | $11,633,000 | +4.7% | 97,603 | -0.8% | 3.40% | -0.9% |
| Q3 2019 | $11,113,000 | -0.3% | 98,371 | -1.8% | 3.43% | +0.9% |
| Q2 2019 | $11,144,000 | -1.1% | 100,145 | -4.1% | 3.40% | -3.1% |
| Q1 2019 | $11,272,000 | +14.9% | 104,471 | +1.4% | 3.51% | +5.7% |
| Q4 2018 | $9,813,000 | -16.3% | 103,044 | -0.7% | 3.32% | -5.4% |
| Q3 2018 | $11,726,000 | +0.5% | 103,726 | -1.8% | 3.52% | -2.4% |
| Q2 2018 | $11,668,000 | +14.8% | 105,612 | +13.6% | 3.60% | +12.1% |
| Q1 2018 | $10,168,000 | +13.3% | 92,941 | +15.5% | 3.21% | +10.0% |
| Q4 2017 | $8,978,000 | – | 80,483 | – | 2.92% | – |
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% |