VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,344,108 | -4.0% | 10,263 | +1.4% | 0.12% | +4.2% |
| Q2 2023 | $1,400,323 | +2.4% | 10,119 | -0.8% | 0.12% | -1.7% |
| Q1 2023 | $1,367,420 | -6.9% | 10,199 | -0.1% | 0.12% | -5.5% |
| Q4 2022 | $1,469,020 | +18.2% | 10,207 | -0.0% | 0.13% | -0.8% |
| Q3 2022 | $1,243,000 | +0.4% | 10,209 | +6.7% | 0.13% | +5.8% |
| Q2 2022 | $1,238,000 | +52.1% | 9,564 | +75.8% | 0.12% | +70.4% |
| Q1 2022 | $814,000 | -1.2% | 5,441 | -0.8% | 0.07% | +1.4% |
| Q4 2021 | $824,000 | +7.7% | 5,484 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $765,000 | -0.6% | 5,484 | 0.0% | 0.07% | -2.8% |
| Q2 2021 | $770,000 | -0.1% | 5,484 | -4.1% | 0.07% | -6.6% |
| Q1 2021 | $771,000 | +33.2% | 5,721 | 0.0% | 0.08% | +10.1% |
| Q3 2020 | $579,000 | -99.9% | 5,721 | -14.7% | 0.07% | -14.8% |
| Q2 2020 | $641,776,000 | +114707.9% | 6,706 | -2.6% | 0.08% | -4.7% |
| Q1 2020 | $559,000 | -63.6% | 6,888 | -46.5% | 0.08% | -57.1% |
| Q4 2019 | $1,534,000 | +7.0% | 12,877 | +1.5% | 0.20% | 0.0% |
| Q3 2019 | $1,433,000 | +4.3% | 12,684 | +2.8% | 0.20% | +3.1% |
| Q2 2019 | $1,374,000 | -1.3% | 12,342 | -4.4% | 0.19% | -6.3% |
| Q1 2019 | $1,392,000 | – | 12,910 | – | 0.20% | – |
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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% |