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 | $1,436 | -12.6% | 10,962 | -10.6% | 0.49% | -14.3% |
Q1 2023 | $1,643 | -23.3% | 12,258 | -22.6% | 0.57% | -27.8% |
Q4 2022 | $2,142 | -100.0% | 15,836 | -63.0% | 0.79% | -66.7% |
Q3 2022 | $5,207,000 | -5.9% | 42,764 | +0.1% | 2.38% | -3.5% |
Q2 2022 | $5,533,000 | -14.3% | 42,723 | -1.0% | 2.46% | -4.0% |
Q1 2022 | $6,459,000 | -0.6% | 43,157 | -0.1% | 2.56% | +4.3% |
Q4 2021 | $6,497,000 | +9.6% | 43,219 | -1.7% | 2.46% | -9.5% |
Q1 2021 | $5,929,000 | +11.5% | 43,964 | -1.6% | 2.72% | -2.5% |
Q4 2020 | $5,316,000 | +13.8% | 44,686 | -3.1% | 2.79% | +0.5% |
Q3 2020 | $4,673,000 | +8.1% | 46,098 | +2.1% | 2.77% | +0.9% |
Q2 2020 | $4,321,000 | +20.3% | 45,151 | +2.2% | 2.75% | +1.3% |
Q1 2020 | $3,593,000 | -22.1% | 44,194 | +14.2% | 2.71% | -11.4% |
Q4 2019 | $4,615,000 | +20.4% | 38,715 | +14.1% | 3.06% | +9.4% |
Q3 2019 | $3,833,000 | +25.6% | 33,922 | +23.8% | 2.80% | +19.2% |
Q2 2019 | $3,051,000 | +28.5% | 27,403 | +24.5% | 2.35% | +19.2% |
Q1 2019 | $2,374,000 | +53.6% | 22,002 | +35.6% | 1.97% | +31.0% |
Q4 2018 | $1,546,000 | – | 16,225 | – | 1.50% | – |
Download |
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% |