VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544 | -64.2% | 4,157 | -62.2% | 0.04% | +2.6% |
| Q2 2023 | $1,521 | +83.7% | 10,998 | +78.1% | 0.04% | -7.3% |
| Q1 2023 | $828 | +48.4% | 6,175 | +49.7% | 0.04% | +32.3% |
| Q4 2022 | $558 | -99.8% | 4,124 | +40.7% | 0.03% | +47.6% |
| Q3 2022 | $357,000 | -35.1% | 2,932 | -30.9% | 0.02% | -30.0% |
| Q2 2022 | $550,000 | +49.1% | 4,245 | +72.0% | 0.03% | +57.9% |
| Q1 2022 | $369,000 | -86.9% | 2,468 | -86.8% | 0.02% | -86.3% |
| Q4 2021 | $2,808,000 | +465.0% | 18,680 | +425.3% | 0.14% | +379.3% |
| Q3 2021 | $497,000 | -72.1% | 3,556 | -71.9% | 0.03% | -73.6% |
| Q2 2021 | $1,779,000 | +280.1% | 12,660 | +222.1% | 0.11% | +182.1% |
| Q4 2020 | $468,000 | -17.8% | 3,931 | -29.9% | 0.04% | -50.6% |
| Q3 2020 | $569,000 | +8.6% | 5,611 | +2.4% | 0.08% | -2.5% |
| Q2 2020 | $524,000 | – | 5,479 | – | 0.08% | – |
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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% |