VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 100,466 | $13,012,000 | 14.90% |
| Dougherty Wealth Advisers LLC | 59,049 | $7,648,000 | 14.27% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 856,251 | $111,398,000 | 12.90% |
| Waverly Advisors, LLC | 832,967 | $107,886,000 | 9.87% |
| BHK Investment Advisors, LLC | 158,491 | $20,528,000 | 9.23% |
| Amtrust Financial Services, Inc. | 147,000 | $19,039,000 | 8.73% |
| Eagle Strategies LLC | 176,827 | $22,903,000 | 8.35% |
| Trust Co | 281,278 | $36,430,000 | 7.86% |
| Marotta Asset Management | 231,490 | $30,378,433,000 | 7.48% |
| Praetorian Wealth Management, Inc. | 147,963 | $19,164,000 | 7.04% |