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 | $1,506 | -34.3% | 11,502 | -30.5% | 0.24% | -33.3% |
| Q2 2023 | $2,291 | +4.1% | 16,557 | +0.9% | 0.36% | +1.7% |
| Q1 2023 | $2,200 | +836.2% | 16,409 | +843.6% | 0.36% | +792.5% |
| Q4 2022 | $235 | -99.9% | 1,739 | -3.3% | 0.04% | -2.4% |
| Q3 2022 | $219,000 | -18.6% | 1,798 | -13.4% | 0.04% | -16.3% |
| Q2 2022 | $269,000 | -9.7% | 2,077 | +4.2% | 0.05% | +4.3% |
| Q1 2022 | $298,000 | +22.1% | 1,993 | +22.9% | 0.05% | +30.6% |
| Q4 2021 | $244,000 | +73.0% | 1,621 | +60.8% | 0.04% | +50.0% |
| Q3 2021 | $141,000 | -0.7% | 1,008 | 0.0% | 0.02% | -7.7% |
| Q2 2021 | $142,000 | +4.4% | 1,008 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $136,000 | – | 1,008 | – | 0.03% | – |
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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% |