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 | $18,644,429 | -1.7% | 142,367 | +3.8% | 3.81% | -3.5% |
| Q2 2023 | $18,973,050 | +8.8% | 137,108 | +5.4% | 3.95% | +2.7% |
| Q1 2023 | $17,442,079 | +6.8% | 130,097 | +7.7% | 3.85% | -4.9% |
| Q4 2022 | $16,331,042 | +7.2% | 120,756 | -3.4% | 4.05% | -6.5% |
| Q3 2022 | $15,229,000 | +4.6% | 125,064 | +11.3% | 4.32% | +2.6% |
| Q2 2022 | $14,559,000 | -10.0% | 112,411 | +4.0% | 4.21% | -3.6% |
| Q1 2022 | $16,183,000 | +210.8% | 108,126 | +124.0% | 4.37% | +35.9% |
| Q4 2021 | $5,207,000 | -61.1% | 48,264 | -49.7% | 3.22% | -33.7% |
| Q3 2021 | $13,386,000 | +5.9% | 95,880 | +6.5% | 4.86% | -2.1% |
| Q2 2021 | $12,644,000 | +5.5% | 89,990 | +1.3% | 4.96% | -2.4% |
| Q1 2021 | $11,980,000 | +18.0% | 88,828 | +4.1% | 5.08% | +8.2% |
| Q4 2020 | $10,155,000 | +19.7% | 85,365 | +2.0% | 4.69% | +6.6% |
| Q3 2020 | $8,486,000 | +6.9% | 83,717 | +1.0% | 4.40% | +0.2% |
| Q2 2020 | $7,935,000 | +21.5% | 82,916 | +3.2% | 4.40% | +3.5% |
| Q1 2020 | $6,530,000 | +16.8% | 80,335 | +71.2% | 4.25% | +42.4% |
| Q4 2019 | $5,592,000 | +4.8% | 46,918 | -0.6% | 2.98% | -1.6% |
| Q3 2019 | $5,334,000 | -0.5% | 47,202 | -1.9% | 3.03% | -4.3% |
| Q2 2019 | $5,359,000 | +2.9% | 48,133 | -0.3% | 3.17% | -1.6% |
| Q1 2019 | $5,207,000 | +10.5% | 48,264 | -2.4% | 3.22% | -1.3% |
| Q4 2018 | $4,713,000 | – | 49,476 | – | 3.26% | – |
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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% |