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 | $2,682,979 | -4.4% | 20,487 | +1.0% | 1.87% | -5.5% |
| Q2 2023 | $2,806,816 | +2.1% | 20,283 | -1.1% | 1.98% | +0.1% |
| Q1 2023 | $2,749,630 | +1.5% | 20,509 | +2.4% | 1.98% | +0.6% |
| Q4 2022 | $2,708,512 | +13.1% | 20,027 | +1.9% | 1.97% | +4.2% |
| Q3 2022 | $2,394,000 | -2.4% | 19,658 | +3.8% | 1.89% | +6.7% |
| Q2 2022 | $2,453,000 | -19.8% | 18,943 | -7.3% | 1.77% | -12.3% |
| Q1 2022 | $3,057,000 | -0.0% | 20,428 | +0.4% | 2.02% | +10.0% |
| Q4 2021 | $3,058,000 | +20.2% | 20,341 | +11.6% | 1.84% | +17.7% |
| Q3 2021 | $2,544,000 | +2.9% | 18,220 | +3.5% | 1.56% | +3.9% |
| Q2 2021 | $2,473,000 | +11.4% | 17,599 | +6.9% | 1.50% | +4.4% |
| Q1 2021 | $2,220,000 | +18.4% | 16,459 | +4.4% | 1.44% | +9.4% |
| Q4 2020 | $1,875,000 | +11.5% | 15,762 | -5.0% | 1.32% | +9.9% |
| Q3 2020 | $1,681,000 | +3.3% | 16,585 | -2.5% | 1.20% | -2.7% |
| Q2 2020 | $1,628,000 | +12.0% | 17,010 | -4.8% | 1.23% | -0.5% |
| Q1 2020 | $1,453,000 | +9586.7% | 17,869 | +14427.6% | 1.24% | +12250.0% |
| Q4 2019 | $15,000 | – | 123 | – | 0.01% | – |
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% |