VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,179 | -87.1% | 9 | -86.4% | 0.00% | -100.0% |
| Q2 2023 | $9,133 | -34.8% | 66 | -38.3% | 0.00% | -40.0% |
| Q1 2021 | $14,000 | – | 107 | +3466.7% | 0.01% | – |
| Q4 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 3 | -75.0% | 0.00% | -100.0% |
| Q1 2020 | $1,000 | -66.7% | 12 | -45.5% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 22 | -26.7% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | -70.0% | 30 | -67.7% | 0.00% | -80.0% |
| Q2 2019 | $10,000 | – | 93 | – | 0.01% | – |
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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% |