VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
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 | 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% |