VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,657 | -5.4% | 1,830 | 0.0% | 0.15% | 0.0% |
| Q2 2023 | $253,235 | +3.4% | 1,830 | 0.0% | 0.15% | -1.9% |
| Q1 2023 | $245,000 | -1.0% | 1,830 | 0.0% | 0.16% | -12.4% |
| Q4 2022 | $247,489 | +11.0% | 1,830 | 0.0% | 0.18% | +1.7% |
| Q3 2022 | $223,000 | -5.1% | 1,830 | +1.0% | 0.18% | +1.2% |
| Q2 2022 | $235,000 | -13.3% | 1,812 | 0.0% | 0.17% | -4.9% |
| Q1 2022 | $271,000 | -0.4% | 1,812 | 0.0% | 0.18% | +3.4% |
| Q4 2021 | $272,000 | +7.5% | 1,812 | 0.0% | 0.18% | -1.1% |
| Q3 2021 | $253,000 | -0.8% | 1,812 | 0.0% | 0.18% | +1.7% |
| Q2 2021 | $255,000 | +4.5% | 1,812 | 0.0% | 0.18% | -3.3% |
| Q1 2021 | $244,000 | +13.0% | 1,812 | 0.0% | 0.18% | +10.4% |
| Q4 2020 | $216,000 | +1.9% | 1,812 | -13.5% | 0.16% | -1.8% |
| Q3 2020 | $212,000 | -8.6% | 2,095 | +7.7% | 0.17% | -16.5% |
| Q4 2019 | $232,000 | – | 1,946 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 540,505 | $61,077,000 | 8.76% |
| Dougherty Wealth Advisers LLC | 19,972 | $2,257,000 | 7.42% |
| FORTE CAPITAL LLC /ADV | 188,633 | $21,316,000 | 6.59% |
| Money Design Co.,Ltd. | 269,870 | $30,495,000 | 6.41% |
| BHK Investment Advisors, LLC | 97,225 | $10,986,000 | 6.34% |
| Summit Financial, LLC | 319,281 | $34,749,323,000 | 5.89% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 73,856 | $8,346,000 | 4.83% |
| Capital Advantage, Inc. | 121,914 | $13,776,000 | 4.77% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 81,204 | $9,176,000 | 4.39% |