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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,396 | -1.0% | 2,523 | +4.6% | 0.03% | 0.0% |
| Q2 2023 | $333,738 | +5.6% | 2,412 | +2.3% | 0.03% | -3.4% |
| Q1 2023 | $315,997 | -5.3% | 2,357 | -4.5% | 0.03% | -14.7% |
| Q4 2022 | $333,644 | -44.9% | 2,467 | -50.5% | 0.03% | -2.9% |
| Q3 2022 | $606,000 | -5.9% | 4,983 | +0.1% | 0.04% | -5.4% |
| Q2 2022 | $644,000 | -10.1% | 4,977 | +4.1% | 0.04% | +5.7% |
| Q1 2022 | $716,000 | +90.9% | 4,781 | +92.2% | 0.04% | -5.4% |
| Q4 2021 | $375,000 | -14.8% | 2,487 | -20.6% | 0.04% | -17.8% |
| Q2 2021 | $440,000 | -0.5% | 3,134 | -4.4% | 0.04% | -23.7% |
| Q1 2021 | $442,000 | +28.9% | 3,278 | +13.6% | 0.06% | +18.0% |
| Q4 2020 | $343,000 | +23.8% | 2,886 | +5.9% | 0.05% | +11.1% |
| Q3 2020 | $277,000 | +8.6% | 2,726 | +2.3% | 0.04% | -2.2% |
| Q2 2020 | $255,000 | -12.4% | 2,664 | +9.0% | 0.05% | +4.5% |
| Q4 2019 | $291,000 | – | 2,443 | – | 0.04% | – |
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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% |