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 | $941,340 | -13.3% | 7,188 | -8.4% | 0.18% | -10.3% |
| Q2 2023 | $1,085,868 | -5.5% | 7,847 | -8.4% | 0.20% | -12.1% |
| Q1 2023 | $1,148,578 | -29.5% | 8,567 | -28.9% | 0.23% | -34.3% |
| Q4 2022 | $1,629,101 | +50.3% | 12,046 | +35.4% | 0.35% | +27.4% |
| Q3 2022 | $1,084,000 | -10.7% | 8,899 | -5.0% | 0.28% | -10.9% |
| Q2 2022 | $1,214,000 | -13.6% | 9,370 | -0.2% | 0.31% | -4.6% |
| Q1 2022 | $1,405,000 | -6.0% | 9,385 | -5.7% | 0.33% | -5.0% |
| Q4 2021 | $1,495,000 | +81.7% | 9,948 | +68.8% | 0.34% | +55.9% |
| Q3 2021 | $823,000 | +2.1% | 5,892 | +2.6% | 0.22% | +1.4% |
| Q2 2021 | $806,000 | +4.3% | 5,740 | +0.1% | 0.22% | -6.5% |
| Q1 2021 | $773,000 | +25.7% | 5,735 | +10.9% | 0.23% | +16.0% |
| Q4 2020 | $615,000 | +16.7% | 5,171 | 0.0% | 0.20% | +0.5% |
| Q3 2020 | $527,000 | -2.9% | 5,171 | -8.8% | 0.20% | -9.5% |
| Q2 2020 | $543,000 | +5.8% | 5,671 | 0.0% | 0.22% | -2.7% |
| Q1 2020 | $513,000 | -34.5% | 5,671 | -13.7% | 0.23% | -21.3% |
| Q4 2019 | $783,000 | – | 6,571 | – | 0.29% | – |
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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% |