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 | $785,001 | -4.8% | 5,994 | +0.5% | 0.32% | +0.9% |
Q2 2023 | $824,985 | +3.8% | 5,962 | +0.6% | 0.32% | -0.9% |
Q1 2023 | $794,818 | -0.3% | 5,928 | +0.5% | 0.32% | -5.3% |
Q4 2022 | $797,478 | +12.0% | 5,897 | +0.8% | 0.34% | +4.0% |
Q3 2022 | $712,000 | -5.4% | 5,849 | +0.6% | 0.32% | 0.0% |
Q2 2022 | $753,000 | -13.0% | 5,816 | +0.4% | 0.32% | -0.9% |
Q1 2022 | $866,000 | 0.0% | 5,790 | +0.5% | 0.33% | +4.5% |
Q4 2021 | $866,000 | +8.2% | 5,764 | +0.6% | 0.31% | +7.5% |
Q3 2021 | $800,000 | -0.2% | 5,731 | +0.4% | 0.29% | -6.1% |
Q2 2021 | $802,000 | +4.7% | 5,708 | +0.5% | 0.31% | -2.2% |
Q1 2021 | $766,000 | +14.0% | 5,680 | +0.4% | 0.32% | +2.9% |
Q4 2020 | $672,000 | +18.1% | 5,657 | +0.6% | 0.31% | -1.6% |
Q3 2020 | $569,000 | +6.6% | 5,621 | +0.6% | 0.31% | +5.7% |
Q2 2020 | $534,000 | – | 5,586 | – | 0.30% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |