VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,502 | +28.2% | 210 | +35.5% | 0.01% | +40.0% |
| Q2 2023 | $21,449 | -8.6% | 155 | -11.4% | 0.01% | -16.7% |
| Q1 2023 | $23,463 | -0.9% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $23,667 | +238.1% | 175 | +201.7% | 0.01% | +200.0% |
| Q3 2022 | $7,000 | 0.0% | 58 | +5.5% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 55 | +17.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | +16.7% | 47 | +4.4% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 45 | -13.5% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | -14.3% | 52 | -25.7% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | – | 70 | +6900.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | – | 0.00% | – |
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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% |