VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,121,219 | -5.7% | 8,562 | -0.3% | 0.31% | -4.3% |
| Q2 2023 | $1,188,544 | +2.6% | 8,589 | -0.6% | 0.33% | -4.4% |
| Q1 2023 | $1,158,662 | -3.6% | 8,642 | -2.7% | 0.34% | -21.4% |
| Q4 2022 | $1,201,415 | +9.2% | 8,884 | -1.6% | 0.43% | -1.4% |
| Q3 2022 | $1,100,000 | -10.1% | 9,029 | -4.4% | 0.44% | -7.4% |
| Q2 2022 | $1,223,000 | -14.5% | 9,444 | -1.2% | 0.48% | -9.7% |
| Q1 2022 | $1,431,000 | -0.3% | 9,560 | -2.2% | 0.53% | -2.4% |
| Q4 2021 | $1,435,000 | +11.9% | 9,778 | +6.5% | 0.54% | +6.5% |
| Q3 2021 | $1,282,000 | +8.9% | 9,184 | +9.6% | 0.51% | -6.6% |
| Q2 2021 | $1,177,000 | +9.0% | 8,378 | +4.7% | 0.54% | +3.2% |
| Q1 2021 | $1,080,000 | +11.8% | 8,005 | +2.2% | 0.52% | -1.5% |
| Q4 2020 | $966,000 | +21.7% | 7,831 | -0.1% | 0.53% | +5.3% |
| Q3 2020 | $794,000 | +5.6% | 7,837 | -0.3% | 0.51% | -14.1% |
| Q2 2020 | $752,000 | +15.2% | 7,858 | -2.2% | 0.59% | -11.8% |
| Q1 2020 | $653,000 | -43.8% | 8,035 | -15.9% | 0.67% | -19.1% |
| Q4 2019 | $1,161,000 | +28.9% | 9,557 | +19.8% | 0.83% | +18.0% |
| Q3 2019 | $901,000 | +7.6% | 7,975 | +6.1% | 0.70% | +4.0% |
| Q2 2019 | $837,000 | +3.3% | 7,520 | +0.2% | 0.67% | +2.6% |
| Q1 2019 | $810,000 | +20.9% | 7,506 | +6.7% | 0.66% | -15.9% |
| Q4 2018 | $670,000 | – | 7,036 | – | 0.78% | – |
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% |