VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 892 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,626,299 | -13.3% | 10,811 | -10.1% | 0.24% | -40.1% |
| Q1 2024 | $1,875,597 | +11.2% | 12,030 | +3.4% | 0.40% | -1.2% |
| Q4 2023 | $1,687,046 | +25.3% | 11,634 | +10.3% | 0.41% | +10.2% |
| Q3 2023 | $1,346,008 | -3.9% | 10,547 | +4.2% | 0.37% | -2.1% |
| Q2 2023 | $1,401,236 | +19.4% | 10,126 | +15.6% | 0.38% | +19.6% |
| Q1 2023 | $1,173,917 | +70.9% | 8,756 | +77.8% | 0.32% | +58.5% |
| Q4 2022 | $687,038 | +10.3% | 4,925 | 0.0% | 0.20% | +3.6% |
| Q3 2022 | $623,000 | -42.9% | 4,925 | -40.6% | 0.19% | -41.2% |
| Q2 2022 | $1,092,000 | -12.1% | 8,296 | -0.7% | 0.33% | +18.8% |
| Q1 2022 | $1,242,000 | +23.8% | 8,357 | +25.3% | 0.28% | +31.4% |
| Q4 2021 | $1,003,000 | +14.2% | 6,671 | +8.9% | 0.21% | +1.0% |
| Q3 2021 | $878,000 | +8.0% | 6,125 | +5.9% | 0.21% | +2.5% |
| Q2 2021 | $813,000 | +279.9% | 5,784 | +135.3% | 0.20% | +84.5% |
| Q1 2020 | $214,000 | -63.8% | 2,458 | -50.4% | 0.11% | -52.2% |
| Q4 2019 | $591,000 | +44.5% | 4,958 | +32.7% | 0.23% | +22.3% |
| Q3 2019 | $409,000 | -8.9% | 3,735 | -7.4% | 0.19% | -6.0% |
| Q2 2019 | $449,000 | +23.0% | 4,034 | +19.3% | 0.20% | +17.6% |
| Q1 2019 | $365,000 | – | 3,382 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 506,375 | $54,628,000 | 8.46% |
| FORTE CAPITAL LLC /ADV | 198,582 | $21,423,000 | 7.72% |
| Dougherty Wealth Advisers LLC | 17,838 | $1,924,000 | 6.52% |
| Jacobi Capital Management LLC | 231,436 | $24,967,000 | 6.38% |
| BHK Investment Advisors, LLC | 92,025 | $9,928,000 | 6.02% |
| Money Design Co.,Ltd. | 196,168 | $21,163,000 | 5.63% |
| Shakespeare Wealth Management, LLC | 68,216 | $7,359,000 | 5.52% |
| Summit Financial, LLC | 292,120 | $31,666,357,000 | 5.43% |
| Betterment LLC | 7,206,977 | $777,489,000 | 4.70% |
| Capital Advantage, Inc. | 121,444 | $13,101,000 | 4.65% |