VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 505 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $328,448 | -2.0% | 2,508 | +3.5% | 0.14% | -2.2% |
Q2 2023 | $335,295 | -11.4% | 2,423 | -14.2% | 0.14% | -16.8% |
Q1 2023 | $378,480 | -0.9% | 2,823 | 0.0% | 0.17% | -8.2% |
Q4 2022 | $381,783 | +80.1% | 2,823 | +99.1% | 0.18% | +102.2% |
Q1 2022 | $212,000 | -12.0% | 1,418 | -11.5% | 0.09% | -10.9% |
Q4 2021 | $241,000 | +7.6% | 1,603 | 0.0% | 0.10% | -2.9% |
Q3 2021 | $224,000 | 0.0% | 1,603 | 0.0% | 0.10% | 0.0% |
Q2 2021 | $224,000 | -31.7% | 1,603 | -34.1% | 0.10% | -38.1% |
Q1 2021 | $328,000 | +12.3% | 2,433 | -1.0% | 0.17% | +5.0% |
Q4 2020 | $292,000 | +18.2% | 2,458 | +1.0% | 0.16% | +1.9% |
Q3 2020 | $247,000 | +6.0% | 2,433 | 0.0% | 0.16% | -4.3% |
Q2 2020 | $233,000 | -19.4% | 2,433 | 0.0% | 0.16% | -21.5% |
Q4 2019 | $289,000 | +6.6% | 2,433 | 0.0% | 0.21% | -7.5% |
Q3 2019 | $271,000 | -1.1% | 2,433 | -0.9% | 0.23% | -2.6% |
Q2 2019 | $274,000 | +3.4% | 2,455 | 0.0% | 0.23% | -10.1% |
Q1 2019 | $265,000 | +24.4% | 2,455 | +20.9% | 0.26% | +29.6% |
Q3 2018 | $213,000 | -18.7% | 2,030 | -14.5% | 0.20% | -17.4% |
Q2 2018 | $262,000 | -5.8% | 2,375 | -6.7% | 0.24% | -12.7% |
Q1 2018 | $278,000 | – | 2,545 | – | 0.28% | – |
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% |