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 | $335,489 | -5.0% | 2,554 | +0.0% | 0.06% | -3.2% |
| Q2 2023 | $353,315 | +0.8% | 2,553 | -2.3% | 0.06% | -4.6% |
| Q1 2023 | $350,495 | -0.8% | 2,614 | +0.0% | 0.06% | -11.0% |
| Q4 2022 | $353,431 | +12.9% | 2,613 | +1.8% | 0.07% | +1.4% |
| Q3 2022 | $313,000 | -6.0% | 2,568 | 0.0% | 0.07% | +2.9% |
| Q2 2022 | $333,000 | +8.5% | 2,568 | +25.3% | 0.07% | +27.3% |
| Q1 2022 | $307,000 | -0.3% | 2,049 | 0.0% | 0.06% | +1.9% |
| Q4 2021 | $308,000 | +32.8% | 2,049 | +23.2% | 0.05% | -3.6% |
| Q3 2021 | $232,000 | +6.9% | 1,663 | +8.8% | 0.06% | +1.8% |
| Q2 2021 | $217,000 | +6.9% | 1,529 | +1.7% | 0.06% | -1.8% |
| Q1 2021 | $203,000 | – | 1,504 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |