VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,027 | -5.7% | 4,162 | -0.4% | 0.12% | -2.5% |
| Q2 2023 | $578,260 | +2.6% | 4,179 | -0.6% | 0.12% | -2.4% |
| Q1 2023 | $563,735 | -2.0% | 4,205 | -1.1% | 0.12% | -5.3% |
| Q4 2022 | $575,017 | +13.0% | 4,252 | +1.6% | 0.13% | +0.8% |
| Q3 2022 | $509,000 | -13.7% | 4,183 | -8.1% | 0.13% | -9.7% |
| Q2 2022 | $590,000 | -11.4% | 4,554 | +2.4% | 0.14% | -2.0% |
| Q1 2022 | $666,000 | -0.4% | 4,449 | +0.0% | 0.15% | -1.3% |
| Q4 2021 | $669,000 | +6.7% | 4,447 | -1.0% | 0.15% | -7.5% |
| Q3 2021 | $627,000 | -2.2% | 4,492 | -1.6% | 0.16% | -29.1% |
| Q2 2021 | $641,000 | +1.6% | 4,564 | -2.4% | 0.23% | -7.0% |
| Q1 2021 | $631,000 | +11.9% | 4,675 | -1.4% | 0.24% | +5.2% |
| Q4 2020 | $564,000 | +18.0% | 4,743 | +0.5% | 0.23% | +3.6% |
| Q3 2020 | $478,000 | +5.8% | 4,718 | 0.0% | 0.22% | -2.2% |
| Q2 2020 | $452,000 | +8.9% | 4,718 | -7.6% | 0.23% | -16.1% |
| Q1 2020 | $415,000 | -0.5% | 5,106 | +45.9% | 0.27% | +12.8% |
| Q4 2019 | $417,000 | +63.5% | 3,500 | +55.3% | 0.24% | +33.0% |
| Q3 2019 | $255,000 | +1.6% | 2,253 | 0.0% | 0.18% | -3.7% |
| Q2 2019 | $251,000 | -66.8% | 2,253 | -66.9% | 0.19% | -58.6% |
| Q1 2019 | $756,000 | +13.0% | 6,806 | -3.1% | 0.46% | -24.0% |
| Q4 2018 | $669,000 | – | 7,023 | – | 0.60% | – |
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% |