VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 539 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.43 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |