VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |