VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $795,309 | -12.8% | 6,073 | -7.8% | 0.11% | -8.1% |
| Q2 2023 | $911,734 | -0.5% | 6,589 | -3.6% | 0.12% | -8.2% |
| Q1 2023 | $916,020 | +24.1% | 6,832 | +25.2% | 0.13% | +15.5% |
| Q4 2022 | $738,000 | -2.8% | 5,457 | -12.5% | 0.12% | -7.2% |
| Q3 2022 | $759,000 | -4.0% | 6,234 | +2.1% | 0.12% | +22.5% |
| Q2 2022 | $791,000 | -2.7% | 6,106 | +12.4% | 0.10% | -14.3% |
| Q1 2022 | $813,000 | +3.2% | 5,433 | +3.6% | 0.12% | +7.2% |
| Q4 2021 | $788,000 | +7.8% | 5,244 | +0.1% | 0.11% | -0.9% |
| Q3 2021 | $731,000 | -1.7% | 5,238 | -1.1% | 0.11% | -6.7% |
| Q2 2021 | $744,000 | +6.7% | 5,294 | +2.4% | 0.12% | -3.2% |
| Q1 2021 | $697,000 | +86.4% | 5,168 | +64.2% | 0.12% | +63.2% |
| Q4 2020 | $374,000 | – | 3,147 | – | 0.08% | – |
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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% |