VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,043 | -3.6% | 4,353 | +1.9% | 0.01% | 0.0% |
| Q2 2023 | $591,132 | +4.3% | 4,272 | +1.1% | 0.01% | -7.7% |
| Q1 2023 | $566,639 | -4.9% | 4,226 | -4.1% | 0.01% | -23.5% |
| Q4 2022 | $595,752 | +14.8% | 4,405 | +3.3% | 0.02% | +21.4% |
| Q3 2022 | $519,000 | -5.1% | 4,266 | +1.0% | 0.01% | -17.6% |
| Q2 2022 | $547,000 | -14.7% | 4,222 | -1.4% | 0.02% | +13.3% |
| Q1 2022 | $641,000 | -1.2% | 4,283 | -0.8% | 0.02% | 0.0% |
| Q4 2021 | $649,000 | – | 4,316 | – | 0.02% | – |
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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% |