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 | $15,117 | -3.6% | 115,443 | +1.9% | 4.32% | +5.1% |
| Q2 2023 | $15,682 | +24.7% | 113,332 | +21.9% | 4.11% | +19.8% |
| Q1 2023 | $12,572 | +22.7% | 92,964 | +10.5% | 3.43% | +7.6% |
| Q4 2022 | $10,245 | -99.9% | 84,135 | 0.0% | 3.19% | +0.1% |
| Q3 2022 | $10,245,000 | +6.1% | 84,135 | +12.8% | 3.19% | +6.3% |
| Q2 2022 | $9,658,000 | +2.2% | 74,567 | +18.1% | 3.00% | +10.2% |
| Q1 2022 | $9,450,000 | +15.2% | 63,142 | +15.8% | 2.72% | +17.2% |
| Q4 2021 | $8,200,000 | +19.6% | 54,546 | +11.1% | 2.32% | +11.5% |
| Q3 2021 | $6,856,000 | +14.6% | 49,109 | +15.3% | 2.08% | +14.1% |
| Q2 2021 | $5,985,000 | +833.7% | 42,599 | +796.3% | 1.82% | +713.8% |
| Q1 2021 | $641,000 | – | 4,753 | +237550.0% | 0.22% | – |
| Q4 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | – | 0.00% | – |
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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% |