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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,422,357 | -6.6% | 10,861 | -1.3% | 0.63% | -3.4% |
Q2 2023 | $1,522,318 | +3.0% | 11,001 | -0.2% | 0.66% | -4.2% |
Q1 2023 | $1,478,256 | -1.2% | 11,026 | -0.3% | 0.68% | -8.4% |
Q4 2022 | $1,496,295 | +9.3% | 11,064 | -1.6% | 0.75% | -0.5% |
Q3 2022 | $1,369,000 | -1.7% | 11,240 | +4.6% | 0.75% | +4.2% |
Q2 2022 | $1,392,000 | -14.3% | 10,750 | -0.9% | 0.72% | -0.3% |
Q1 2022 | $1,624,000 | -0.4% | 10,850 | 0.0% | 0.72% | +2.0% |
Q4 2021 | $1,631,000 | +7.9% | 10,850 | +0.3% | 0.71% | -1.7% |
Q3 2021 | $1,511,000 | -1.8% | 10,820 | -1.1% | 0.72% | -2.6% |
Q2 2021 | $1,538,000 | +4.2% | 10,945 | 0.0% | 0.74% | -4.9% |
Q1 2021 | $1,476,000 | +13.4% | 10,945 | 0.0% | 0.78% | +7.3% |
Q4 2020 | $1,302,000 | +8.9% | 10,945 | -7.2% | 0.72% | -5.0% |
Q3 2020 | $1,196,000 | +30.7% | 11,796 | +23.3% | 0.76% | +20.9% |
Q2 2020 | $915,000 | +17.9% | 9,564 | +0.2% | 0.63% | -8.7% |
Q1 2020 | $776,000 | -26.4% | 9,548 | +7.9% | 0.69% | -9.3% |
Q4 2019 | $1,055,000 | +5.6% | 8,853 | +0.2% | 0.76% | -4.3% |
Q3 2019 | $999,000 | +1.5% | 8,838 | +0.0% | 0.80% | -1.6% |
Q2 2019 | $984,000 | -6.1% | 8,835 | -9.1% | 0.81% | -8.1% |
Q1 2019 | $1,048,000 | +14.0% | 9,715 | +0.7% | 0.88% | +0.2% |
Q4 2018 | $919,000 | +73.1% | 9,650 | +105.5% | 0.88% | +99.1% |
Q3 2018 | $531,000 | +2.3% | 4,695 | 0.0% | 0.44% | -9.4% |
Q2 2018 | $519,000 | +1.0% | 4,695 | 0.0% | 0.49% | -0.4% |
Q1 2018 | $514,000 | +46.9% | 4,695 | +49.6% | 0.49% | +42.6% |
Q4 2017 | $350,000 | – | 3,138 | – | 0.34% | – |
Download |
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% |