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 | $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 ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 100,466 | $13,012,000 | 14.90% |
| Dougherty Wealth Advisers LLC | 59,049 | $7,648,000 | 14.27% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 856,251 | $111,398,000 | 12.90% |
| Waverly Advisors, LLC | 832,967 | $107,886,000 | 9.87% |
| BHK Investment Advisors, LLC | 158,491 | $20,528,000 | 9.23% |
| Amtrust Financial Services, Inc. | 147,000 | $19,039,000 | 8.73% |
| Eagle Strategies LLC | 176,827 | $22,903,000 | 8.35% |
| Trust Co | 281,278 | $36,430,000 | 7.86% |
| Marotta Asset Management | 231,490 | $30,378,433,000 | 7.48% |
| Praetorian Wealth Management, Inc. | 147,963 | $19,164,000 | 7.04% |