VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 498 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.38 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $254,366 | -7.8% | 1,897 | -7.0% | 0.10% | -11.6% |
| Q4 2022 | $275,925 | +10.4% | 2,040 | -0.7% | 0.11% | +3.7% |
| Q3 2022 | $250,000 | -11.7% | 2,055 | -6.1% | 0.11% | -6.9% |
| Q2 2022 | $283,000 | -15.0% | 2,188 | -1.8% | 0.12% | -0.9% |
| Q1 2022 | $333,000 | -22.0% | 2,227 | -27.2% | 0.12% | -26.9% |
| Q3 2021 | $427,000 | +2.6% | 3,061 | +3.5% | 0.16% | -1.8% |
| Q2 2021 | $416,000 | +59.4% | 2,958 | +52.7% | 0.16% | +45.5% |
| Q1 2021 | $261,000 | +3.2% | 1,937 | -8.8% | 0.11% | -8.2% |
| Q4 2020 | $253,000 | +5.9% | 2,123 | -10.1% | 0.12% | -9.6% |
| Q3 2020 | $239,000 | -13.1% | 2,361 | -17.7% | 0.14% | -20.1% |
| Q2 2020 | $275,000 | +4483.3% | 2,870 | +4455.6% | 0.17% | +3280.0% |
| Q4 2018 | $6,000 | – | 63 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |