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 | $460,688 | -5.8% | 3,518 | -0.4% | 0.06% | -3.5% |
| Q2 2023 | $488,866 | -24.0% | 3,533 | -26.3% | 0.06% | -28.8% |
| Q1 2023 | $642,904 | -3.7% | 4,795 | -2.9% | 0.08% | -10.1% |
| Q4 2022 | $667,944 | -5.9% | 4,939 | -15.3% | 0.09% | -17.6% |
| Q3 2022 | $710,000 | -24.3% | 5,832 | -19.4% | 0.11% | -22.9% |
| Q2 2022 | $938,000 | -18.2% | 7,239 | -5.4% | 0.14% | -11.4% |
| Q1 2022 | $1,146,000 | -8.2% | 7,656 | -7.8% | 0.16% | -9.2% |
| Q4 2021 | $1,248,000 | -11.4% | 8,300 | -17.7% | 0.17% | -21.3% |
| Q3 2021 | $1,408,000 | -14.5% | 10,086 | -13.9% | 0.22% | -17.2% |
| Q2 2021 | $1,646,000 | -16.2% | 11,713 | -19.6% | 0.27% | -17.6% |
| Q1 2021 | $1,965,000 | +0.2% | 14,570 | -11.7% | 0.32% | -29.6% |
| Q4 2020 | $1,962,000 | -10.9% | 16,496 | -24.0% | 0.46% | -31.9% |
| Q3 2020 | $2,201,000 | +7.6% | 21,716 | +1.6% | 0.68% | +7.3% |
| Q2 2020 | $2,046,000 | – | 21,377 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
| FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
| Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
| BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
| Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
| Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
| Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
| Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |