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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $473,692 | +5.9% | 3,267 | -4.4% | 0.12% | -3.8% |
Q3 2023 | $447,440 | -5.4% | 3,417 | 0.0% | 0.13% | 0.0% |
Q2 2023 | $472,791 | +5.0% | 3,417 | +1.7% | 0.13% | +1.6% |
Q1 2023 | $450,371 | -23.8% | 3,359 | -23.1% | 0.13% | -25.1% |
Q4 2022 | $590,893 | -19.1% | 4,369 | -27.1% | 0.17% | -23.3% |
Q3 2022 | $730,000 | -0.1% | 5,994 | +6.2% | 0.22% | +4.2% |
Q2 2022 | $731,000 | -15.1% | 5,644 | -1.9% | 0.21% | -6.1% |
Q1 2022 | $861,000 | +2.4% | 5,751 | +2.8% | 0.23% | +8.1% |
Q4 2021 | $841,000 | +2.6% | 5,597 | -4.8% | 0.21% | -3.2% |
Q3 2021 | $820,000 | -0.6% | 5,877 | +0.1% | 0.22% | -1.4% |
Q2 2021 | $825,000 | +5.5% | 5,870 | +1.3% | 0.22% | -1.8% |
Q1 2021 | $782,000 | +11.4% | 5,795 | -1.8% | 0.22% | +2.7% |
Q4 2020 | $702,000 | +15.8% | 5,900 | -1.3% | 0.22% | -1.4% |
Q3 2020 | $606,000 | +5.9% | 5,979 | 0.0% | 0.22% | -0.4% |
Q2 2020 | $572,000 | -24.8% | 5,979 | -36.1% | 0.22% | -43.8% |
Q1 2020 | $761,000 | -8.9% | 9,356 | +33.5% | 0.40% | -5.3% |
Q4 2019 | $835,000 | +4.2% | 7,006 | -0.4% | 0.42% | -1.2% |
Q3 2019 | $801,000 | -1.4% | 7,031 | -2.6% | 0.42% | -6.2% |
Q2 2019 | $812,000 | -3.0% | 7,217 | -3.9% | 0.45% | -6.6% |
Q1 2019 | $837,000 | +20.4% | 7,507 | +2.9% | 0.48% | +0.8% |
Q4 2018 | $695,000 | – | 7,293 | – | 0.48% | – |
Download |
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% |