VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,650 | -13.0% | 4,802 | -3.1% | 0.25% | -9.7% |
| Q2 2023 | $705,282 | +8.7% | 4,957 | +2.0% | 0.28% | -0.4% |
| Q1 2023 | $649,041 | -6.3% | 4,861 | +2.3% | 0.28% | -5.8% |
| Q4 2022 | $692,512 | -22.8% | 4,753 | -34.9% | 0.30% | -34.9% |
| Q3 2022 | $897,000 | +5.8% | 7,303 | +12.4% | 0.45% | +6.8% |
| Q2 2022 | $848,000 | +62.1% | 6,500 | +85.9% | 0.42% | +74.5% |
| Q1 2022 | $523,000 | – | 3,496 | – | 0.24% | – |
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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% |