VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 426 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $240,522 | -31.7% | 1,794 | -31.1% | 0.10% | -36.4% |
| Q4 2022 | $352,030 | -41.3% | 2,603 | -47.2% | 0.16% | -46.2% |
| Q3 2022 | $600,000 | -7.7% | 4,929 | -1.8% | 0.30% | -1.0% |
| Q2 2022 | $650,000 | -19.4% | 5,019 | -6.8% | 0.30% | -9.0% |
| Q1 2022 | $806,000 | -2.7% | 5,383 | -2.3% | 0.33% | +2.5% |
| Q4 2021 | $828,000 | +6.6% | 5,507 | -1.0% | 0.33% | +0.3% |
| Q3 2021 | $777,000 | 0.0% | 5,562 | +0.5% | 0.32% | -3.0% |
| Q2 2021 | $777,000 | -3.7% | 5,532 | -7.6% | 0.34% | -10.9% |
| Q1 2021 | $807,000 | +11.3% | 5,986 | -1.8% | 0.38% | +0.3% |
| Q4 2020 | $725,000 | +16.2% | 6,098 | -1.1% | 0.38% | +14.7% |
| Q3 2020 | $624,000 | -28.8% | 6,163 | -16.2% | 0.33% | -38.5% |
| Q4 2019 | $877,000 | +2.1% | 7,355 | -3.2% | 0.53% | -2.2% |
| Q3 2019 | $859,000 | +0.8% | 7,602 | -0.7% | 0.54% | -3.7% |
| Q2 2019 | $852,000 | +2.3% | 7,652 | -0.9% | 0.56% | -1.4% |
| Q1 2019 | $833,000 | -6.7% | 7,720 | -17.7% | 0.57% | -17.1% |
| Q4 2018 | $893,000 | -23.5% | 9,375 | -9.3% | 0.69% | -19.3% |
| Q3 2018 | $1,168,000 | 0.0% | 10,332 | -2.3% | 0.86% | -10.7% |
| Q2 2018 | $1,168,000 | -10.0% | 10,576 | -12.7% | 0.96% | -19.3% |
| Q1 2018 | $1,298,000 | -18.4% | 12,110 | -15.0% | 1.19% | -7.5% |
| Q4 2017 | $1,590,000 | – | 14,249 | – | 1.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 115,886 | $15,672,434 | 14.93% |
| Dougherty Wealth Advisers LLC | 64,464 | $8,718,111 | 14.32% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 873,524 | $118,135,386 | 13.45% |
| SYM FINANCIAL Corp | 411,405 | $55,638,475 | 13.23% |
| BHK Investment Advisors, LLC | 121,213 | $16,392,813 | 9.22% |
| Marotta Asset Management | 243,306 | $32,904,703 | 7.92% |
| Praetorian Wealth Management, Inc. | 158,010 | $21,369,272 | 7.70% |
| INSPIRION WEALTH ADVISORS, LLC | 230,564 | $31,181,443 | 6.61% |
| ERTS Wealth Advisors, LLC | 186,665 | $25,244,625 | 6.54% |
| Waverly Advisors, LLC | 861,794 | $116,548,988 | 6.47% |