VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $893,837 | -6.2% | 6,821 | +0.3% | 0.09% | -7.1% |
Q2 2023 | $953,365 | +306.1% | 6,800 | +288.3% | 0.10% | +263.0% |
Q1 2023 | $234,777 | -0.8% | 1,751 | 0.0% | 0.03% | -10.0% |
Q4 2022 | $236,783 | +11.7% | 1,751 | +0.7% | 0.03% | -6.2% |
Q3 2022 | $212,000 | -40.4% | 1,738 | -36.8% | 0.03% | -43.9% |
Q2 2022 | $356,000 | -12.5% | 2,748 | +1.0% | 0.06% | -17.4% |
Q1 2022 | $407,000 | -0.2% | 2,721 | +0.3% | 0.07% | -4.2% |
Q4 2021 | $408,000 | +12.1% | 2,714 | +4.1% | 0.07% | -14.3% |
Q3 2021 | $364,000 | -0.3% | 2,606 | +0.2% | 0.08% | -6.7% |
Q2 2021 | $365,000 | +4.3% | 2,600 | +0.3% | 0.09% | -4.3% |
Q1 2021 | $350,000 | -8.4% | 2,592 | -19.2% | 0.09% | -20.3% |
Q4 2020 | $382,000 | +46.4% | 3,207 | +24.4% | 0.12% | +25.5% |
Q3 2020 | $261,000 | +8.3% | 2,579 | +2.6% | 0.09% | +1.1% |
Q2 2020 | $241,000 | +18.1% | 2,513 | +0.4% | 0.09% | +3.3% |
Q1 2020 | $204,000 | -31.3% | 2,504 | +0.5% | 0.09% | -20.4% |
Q4 2019 | $297,000 | – | 2,491 | – | 0.11% | – |
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, LLC | 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% |