VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,109,157 | -7.0% | 69,557 | -1.7% | 0.99% | -5.8% |
| Q2 2023 | $9,793,262 | -0.2% | 70,771 | -3.4% | 1.05% | -6.0% |
| Q1 2023 | $9,817,248 | +8.7% | 73,225 | +9.7% | 1.12% | +1.0% |
| Q4 2022 | $9,027,545 | +12.0% | 66,752 | +0.8% | 1.11% | +0.6% |
| Q3 2022 | $8,063,000 | -13.3% | 66,212 | -7.8% | 1.10% | -10.7% |
| Q2 2022 | $9,303,000 | -5.2% | 71,824 | +9.6% | 1.23% | +2.0% |
| Q1 2022 | $9,811,000 | +2.7% | 65,552 | +3.2% | 1.21% | +3.2% |
| Q4 2021 | $9,550,000 | +5.5% | 63,526 | -2.0% | 1.17% | -0.3% |
| Q3 2021 | $9,054,000 | +9.9% | 64,850 | +10.6% | 1.18% | +7.2% |
| Q2 2021 | $8,238,000 | -1.4% | 58,636 | -5.3% | 1.10% | -11.2% |
| Q1 2021 | $8,351,000 | +11.2% | 61,919 | -1.9% | 1.24% | +0.2% |
| Q4 2020 | $7,508,000 | +15.4% | 63,113 | -1.6% | 1.23% | -1.7% |
| Q3 2020 | $6,505,000 | +5.8% | 64,169 | -0.1% | 1.25% | +0.1% |
| Q2 2020 | $6,147,000 | -41.9% | 64,236 | -50.7% | 1.25% | -46.7% |
| Q1 2020 | $10,582,000 | +221.2% | 130,174 | +370.9% | 2.35% | +302.1% |
| Q4 2019 | $3,295,000 | +5.9% | 27,646 | +0.5% | 0.58% | -1.8% |
| Q3 2019 | $3,110,000 | +12.2% | 27,519 | +10.5% | 0.60% | +10.0% |
| Q2 2019 | $2,772,000 | +6.8% | 24,898 | +3.5% | 0.54% | +2.5% |
| Q1 2019 | $2,596,000 | +6.7% | 24,065 | -5.7% | 0.53% | -2.6% |
| Q4 2018 | $2,432,000 | – | 25,528 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |