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% | – |
Download |
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% |