VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,446,480 | -40.3% | 56,861 | -36.9% | 2.56% | -38.6% |
| Q2 2023 | $12,476,188 | +1.6% | 90,159 | -1.5% | 4.16% | -1.9% |
| Q1 2023 | $12,275,455 | +37.4% | 91,560 | +38.6% | 4.24% | +21.8% |
| Q4 2022 | $8,936,260 | -1.7% | 66,077 | -11.5% | 3.48% | -9.9% |
| Q3 2022 | $9,090,000 | +7.9% | 74,648 | +14.8% | 3.86% | +6.5% |
| Q2 2022 | $8,422,000 | +18.5% | 65,021 | +36.9% | 3.63% | +32.4% |
| Q1 2022 | $7,108,000 | +5.8% | 47,491 | +6.3% | 2.74% | -4.8% |
| Q4 2021 | $6,716,000 | +18.7% | 44,673 | +10.3% | 2.88% | +8.4% |
| Q3 2021 | $5,657,000 | +2.0% | 40,519 | +2.6% | 2.66% | +2.6% |
| Q2 2021 | $5,548,000 | +26.3% | 39,486 | +21.2% | 2.59% | +3.0% |
| Q1 2021 | $4,394,000 | +16.9% | 32,580 | +3.1% | 2.51% | +7.3% |
| Q4 2020 | $3,759,000 | +35.2% | 31,600 | +15.2% | 2.34% | +12.6% |
| Q3 2020 | $2,781,000 | +605.8% | 27,435 | +565.9% | 2.08% | +395.2% |
| Q2 2020 | $394,000 | +10.1% | 4,120 | -6.4% | 0.42% | -9.5% |
| Q1 2020 | $358,000 | -43.4% | 4,402 | -17.1% | 0.46% | -17.0% |
| Q4 2019 | $633,000 | -7.9% | 5,310 | -12.7% | 0.56% | +47.9% |
| Q3 2019 | $687,000 | +6.5% | 6,084 | +5.0% | 0.38% | +14.2% |
| Q2 2019 | $645,000 | +6.1% | 5,794 | +2.8% | 0.33% | +2.8% |
| Q1 2019 | $608,000 | +16.0% | 5,636 | +2.4% | 0.32% | +19.7% |
| Q4 2018 | $524,000 | – | 5,504 | – | 0.27% | – |
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% |