VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,430 | -13.5% | 3,035 | -8.6% | 0.02% | -9.1% |
| Q2 2023 | $459,225 | +14.9% | 3,319 | +11.3% | 0.02% | -12.0% |
| Q1 2023 | $399,717 | -12.8% | 2,981 | -12.0% | 0.02% | -24.2% |
| Q4 2022 | $458,361 | -6.1% | 3,389 | -15.4% | 0.03% | -17.5% |
| Q3 2022 | $488,000 | -3.2% | 4,008 | +3.1% | 0.04% | -4.8% |
| Q2 2022 | $504,000 | -11.3% | 3,888 | +2.4% | 0.04% | +5.0% |
| Q1 2022 | $568,000 | +143.8% | 3,798 | +145.0% | 0.04% | +135.3% |
| Q4 2021 | $233,000 | – | 1,550 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
| FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
| Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
| BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
| Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
| Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
| Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
| Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |