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 | $76,874 | -5.4% | 587 | 0.0% | 0.03% | -5.9% |
| Q2 2023 | $81,229 | +102721.5% | 587 | 0.0% | 0.03% | -5.6% |
| Q1 2023 | $79 | 0.0% | 587 | 0.0% | 0.04% | -5.3% |
| Q4 2022 | $79 | -99.9% | 587 | -21.8% | 0.04% | -5.0% |
| Q2 2022 | $97,000 | +10.2% | 751 | +27.9% | 0.04% | +17.6% |
| Q1 2022 | $88,000 | 0.0% | 587 | 0.0% | 0.03% | -10.5% |
| Q4 2021 | $88,000 | +7.3% | 587 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $82,000 | 0.0% | 587 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $82,000 | +3.8% | 587 | +0.7% | 0.04% | +8.3% |
| Q1 2021 | $79,000 | +17.9% | 583 | +3.4% | 0.04% | +16.1% |
| Q4 2020 | $67,000 | +21.8% | 564 | +3.7% | 0.03% | 0.0% |
| Q3 2020 | $55,000 | 0.0% | 544 | -4.9% | 0.03% | -8.8% |
| Q2 2020 | $55,000 | -16.7% | 572 | +3.6% | 0.03% | -20.9% |
| Q4 2019 | $66,000 | – | 552 | – | 0.04% | – |
Download | ||||||
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% |