VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 706 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $255,587 | +7.8% | 1,890 | +3.1% | 0.13% | +10.3% |
| Q2 2022 | $237,000 | -29.7% | 1,834 | -18.8% | 0.12% | -27.8% |
| Q1 2022 | $337,000 | -41.4% | 2,260 | -40.9% | 0.16% | -34.9% |
| Q4 2021 | $575,000 | +8.3% | 3,825 | +0.4% | 0.25% | -1.6% |
| Q3 2021 | $531,000 | -0.9% | 3,808 | +0.2% | 0.25% | -3.4% |
| Q2 2021 | $536,000 | +18.6% | 3,801 | +13.2% | 0.26% | +10.1% |
| Q1 2021 | $452,000 | +14.7% | 3,358 | +1.2% | 0.24% | +7.2% |
| Q4 2020 | $394,000 | +11.3% | 3,318 | -5.0% | 0.22% | -0.4% |
| Q3 2020 | $354,000 | +8.3% | 3,493 | +4.5% | 0.22% | -5.5% |
| Q2 2020 | $327,000 | -63.5% | 3,343 | +2143.6% | 0.24% | -63.1% |
| Q4 2019 | $896,000 | -4.5% | 149 | -98.2% | 0.64% | -11.4% |
| Q3 2019 | $938,000 | -93.4% | 8,301 | -92.3% | 0.72% | -94.9% |
| Q1 2018 | $14,175,000 | – | 107,809 | – | 14.07% | – |
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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% |