VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,258,076 | -6.4% | 63,058 | -1.1% | 9.56% | -21.0% |
| Q2 2023 | $8,822,694 | +4.2% | 63,757 | +1.0% | 12.11% | -5.3% |
| Q1 2023 | $8,465,046 | -2.9% | 63,139 | -2.1% | 12.79% | -10.7% |
| Q4 2022 | $8,718,111 | +20.4% | 64,464 | +8.4% | 14.32% | -0.1% |
| Q3 2022 | $7,243,000 | -5.3% | 59,485 | +0.7% | 14.33% | +0.4% |
| Q2 2022 | $7,648,000 | -12.3% | 59,049 | +1.3% | 14.27% | +8.4% |
| Q1 2022 | $8,721,000 | +3.1% | 58,270 | +3.6% | 13.16% | +11.4% |
| Q4 2021 | $8,458,000 | +11.2% | 56,266 | +3.2% | 11.82% | +4.4% |
| Q3 2021 | $7,608,000 | -0.6% | 54,496 | -0.0% | 11.32% | +0.1% |
| Q2 2021 | $7,657,000 | +1.7% | 54,498 | -2.4% | 11.31% | -0.5% |
| Q1 2021 | $7,532,000 | +13.2% | 55,846 | -0.1% | 11.36% | +8.7% |
| Q4 2020 | $6,652,000 | +246.3% | 55,918 | +195.1% | 10.45% | +57.6% |
| Q3 2020 | $1,921,000 | +6.7% | 18,949 | +0.8% | 6.63% | +0.7% |
| Q2 2020 | $1,800,000 | +5.2% | 18,805 | -10.7% | 6.58% | -3.4% |
| Q1 2020 | $1,711,000 | -29.1% | 21,050 | +4.0% | 6.81% | -7.6% |
| Q4 2019 | $2,412,000 | +6.9% | 20,234 | +1.3% | 7.37% | -0.7% |
| Q3 2019 | $2,257,000 | +9.3% | 19,972 | +7.7% | 7.42% | +27.2% |
| Q2 2019 | $2,065,000 | +7.3% | 18,546 | +4.0% | 5.83% | -10.6% |
| Q1 2019 | $1,924,000 | +3.2% | 17,838 | +0.8% | 6.52% | +6.3% |
| Q4 2018 | $1,864,000 | – | 17,702 | – | 6.14% | – |
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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% |