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 | $352,102 | -8.0% | 2,689 | -2.8% | 0.24% | -5.6% |
| Q2 2023 | $382,822 | +1.6% | 2,766 | -1.6% | 0.25% | -4.2% |
| Q1 2023 | $376,713 | +2.5% | 2,810 | +3.4% | 0.26% | -3.7% |
| Q4 2022 | $367,525 | +48.2% | 2,718 | +33.5% | 0.27% | +41.1% |
| Q3 2022 | $248,000 | +1.2% | 2,036 | +7.6% | 0.19% | +5.5% |
| Q2 2022 | $245,000 | -13.7% | 1,892 | -0.3% | 0.18% | 0.0% |
| Q1 2022 | $284,000 | +0.4% | 1,898 | +0.6% | 0.18% | +2.8% |
| Q4 2021 | $283,000 | +8.4% | 1,886 | +1.0% | 0.18% | -2.7% |
| Q3 2021 | $261,000 | – | 1,867 | – | 0.18% | – |
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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% |