VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $638,000 | -80.1% | 4,540 | -80.9% | 0.47% | -81.6% |
| Q1 2021 | $3,202,000 | +55.2% | 23,742 | +36.9% | 2.54% | +42.5% |
| Q4 2020 | $2,063,000 | +22.7% | 17,340 | +4.5% | 1.78% | +5.1% |
| Q3 2020 | $1,682,000 | +68.0% | 16,592 | +58.7% | 1.70% | +59.0% |
| Q2 2020 | $1,001,000 | +38.3% | 10,455 | +17.5% | 1.07% | +17.4% |
| Q1 2020 | $724,000 | -17.6% | 8,901 | +20.6% | 0.91% | +1.2% |
| Q4 2019 | $879,000 | +9.5% | 7,380 | +3.8% | 0.90% | +4.5% |
| Q3 2019 | $803,000 | -6.4% | 7,107 | -7.8% | 0.86% | +0.2% |
| Q2 2019 | $858,000 | +2.5% | 7,712 | -0.6% | 0.86% | +2.4% |
| Q1 2019 | $837,000 | +12.7% | 7,755 | -0.5% | 0.84% | +2.8% |
| Q4 2018 | $743,000 | -13.9% | 7,796 | +2.1% | 0.81% | +7.5% |
| Q3 2018 | $863,000 | +5.8% | 7,633 | +3.3% | 0.76% | +1.7% |
| Q2 2018 | $816,000 | -3.1% | 7,389 | -4.0% | 0.74% | -5.7% |
| Q1 2018 | $842,000 | -3.7% | 7,697 | -1.7% | 0.79% | +4.5% |
| Q4 2017 | $874,000 | – | 7,831 | – | 0.75% | – |
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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% |