VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,322 | -5.4% | 1,583 | -0.1% | 0.14% | -5.8% |
| Q2 2023 | $219,266 | +3.4% | 1,585 | +0.2% | 0.15% | -0.6% |
| Q1 2023 | $212,037 | -56.1% | 1,582 | -55.7% | 0.16% | -59.0% |
| Q4 2022 | $482,547 | +11.7% | 3,568 | +0.5% | 0.38% | +6.8% |
| Q3 2022 | $432,000 | -4.4% | 3,549 | +1.7% | 0.35% | +2.0% |
| Q2 2022 | $452,000 | -16.9% | 3,488 | -4.0% | 0.35% | -3.3% |
| Q1 2022 | $544,000 | +229.7% | 3,635 | +208.1% | 0.36% | +248.5% |
| Q3 2021 | $165,000 | -3.5% | 1,180 | -3.0% | 0.10% | 0.0% |
| Q2 2021 | $171,000 | +4.3% | 1,217 | 0.0% | 0.10% | -4.6% |
| Q1 2021 | $164,000 | +13.9% | 1,217 | +0.1% | 0.11% | +3.8% |
| Q4 2020 | $144,000 | +16.1% | 1,216 | -0.7% | 0.10% | +4.0% |
| Q3 2020 | $124,000 | -2.4% | 1,225 | +0.1% | 0.10% | 0.0% |
| Q2 2020 | $127,000 | +92.4% | 1,224 | +49.1% | 0.10% | +53.8% |
| Q1 2020 | $66,000 | -86.9% | 821 | -80.5% | 0.06% | -84.0% |
| Q4 2019 | $502,000 | +3.1% | 4,212 | -2.2% | 0.41% | -22.0% |
| Q3 2019 | $487,000 | – | 4,306 | – | 0.52% | – |
Download | ||||||
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% |