VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,326 | -4.4% | 5,455 | +1.1% | 0.10% | -1.9% |
| Q2 2023 | $747,025 | +3.4% | 5,398 | +0.2% | 0.11% | -3.6% |
| Q1 2023 | $722,140 | -0.7% | 5,386 | +0.2% | 0.11% | -6.8% |
| Q4 2022 | $726,904 | +209.3% | 5,375 | +178.4% | 0.12% | +162.2% |
| Q3 2022 | $235,000 | -5.2% | 1,931 | +0.7% | 0.04% | -2.2% |
| Q2 2022 | $248,000 | -21.3% | 1,918 | -8.7% | 0.05% | -13.2% |
| Q1 2022 | $315,000 | +1.9% | 2,101 | +2.2% | 0.05% | -10.2% |
| Q4 2021 | $309,000 | +21.2% | 2,056 | +12.8% | 0.06% | +9.3% |
| Q3 2021 | $255,000 | -15.8% | 1,823 | -15.4% | 0.05% | -18.2% |
| Q2 2021 | $303,000 | +11.0% | 2,155 | +6.6% | 0.07% | 0.0% |
| Q1 2021 | $273,000 | +14.2% | 2,022 | +0.7% | 0.07% | +175.0% |
| Q4 2020 | $239,000 | -94.8% | 2,008 | -96.4% | 0.02% | -96.2% |
| Q1 2020 | $4,587,000 | -27.3% | 56,428 | +6.6% | 0.62% | -30.8% |
| Q4 2019 | $6,307,000 | +131.6% | 52,916 | +119.6% | 0.90% | +76.7% |
| Q3 2019 | $2,723,000 | +6.0% | 24,100 | +4.4% | 0.51% | +3.2% |
| Q2 2019 | $2,570,000 | +15.6% | 23,080 | +12.0% | 0.50% | +9.3% |
| Q1 2019 | $2,224,000 | +25.2% | 20,614 | +10.5% | 0.45% | -4.0% |
| Q4 2018 | $1,777,000 | – | 18,655 | – | 0.47% | – |
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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% |