VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $565,538 | -7.3% | 4,383 | -0.4% | 0.07% | -2.9% |
Q2 2023 | $610,229 | +5.6% | 4,399 | +0.7% | 0.07% | -2.9% |
Q1 2023 | $577,713 | -3.6% | 4,369 | +1.7% | 0.07% | -7.9% |
Q4 2022 | $599,432 | +8.4% | 4,297 | -1.6% | 0.08% | -6.2% |
Q3 2022 | $553,000 | -6.3% | 4,365 | -3.8% | 0.08% | -8.0% |
Q2 2022 | $590,000 | -15.0% | 4,537 | -2.8% | 0.09% | -7.4% |
Q1 2022 | $694,000 | -7.2% | 4,670 | -4.8% | 0.10% | -6.9% |
Q4 2021 | $748,000 | -28.9% | 4,903 | -34.9% | 0.10% | -39.3% |
Q3 2021 | $1,052,000 | -3.0% | 7,533 | -2.3% | 0.17% | -7.2% |
Q2 2021 | $1,084,000 | -2.8% | 7,712 | -5.2% | 0.18% | -12.6% |
Q1 2021 | $1,115,000 | +7.8% | 8,138 | -6.4% | 0.21% | -12.3% |
Q4 2020 | $1,034,000 | +16.7% | 8,695 | -0.5% | 0.24% | -1.7% |
Q3 2020 | $886,000 | +6.2% | 8,743 | +0.3% | 0.24% | -13.4% |
Q2 2020 | $834,000 | +15.0% | 8,713 | +2.1% | 0.28% | -12.9% |
Q1 2020 | $725,000 | -22.6% | 8,537 | +7.8% | 0.32% | -21.7% |
Q4 2019 | $937,000 | +11.9% | 7,919 | +4.6% | 0.41% | -12.9% |
Q3 2019 | $837,000 | -2.8% | 7,570 | -1.1% | 0.47% | -26.3% |
Q2 2019 | $861,000 | +6.0% | 7,652 | +1.7% | 0.63% | 0.0% |
Q1 2019 | $812,000 | +19.1% | 7,527 | +5.2% | 0.63% | -1.7% |
Q4 2018 | $682,000 | – | 7,157 | – | 0.64% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |