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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $238,085 | -3.7% | 1,721 | -6.7% | 0.06% | -9.0% |
| Q1 2023 | $247,301 | -11.6% | 1,845 | -10.8% | 0.07% | -9.5% |
| Q4 2022 | $279,765 | +8.7% | 2,069 | -2.1% | 0.07% | +1.4% |
| Q3 2022 | $257,337 | +13.1% | 2,113 | +20.3% | 0.07% | +15.9% |
| Q2 2022 | $227,483 | -18.1% | 1,756 | -5.4% | 0.06% | -8.7% |
| Q1 2022 | $277,882 | +30.8% | 1,856 | -11.4% | 0.07% | -19.8% |
| Q3 2020 | $212,451 | +1.2% | 2,095 | -4.3% | 0.09% | -11.3% |
| Q2 2020 | $210,000 | -72.0% | 2,190 | -67.5% | 0.10% | -69.8% |
| Q2 2019 | $749,000 | +71.4% | 6,729 | +66.2% | 0.32% | +39.0% |
| Q1 2019 | $437,000 | – | 4,048 | – | 0.23% | – |
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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% |