VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $709,410 | -5.4% | 5,417 | 0.0% | 0.10% | -0.9% |
Q2 2023 | $749,604 | +3.2% | 5,417 | 0.0% | 0.11% | -1.9% |
Q1 2023 | $726,257 | -0.9% | 5,417 | 0.0% | 0.11% | -6.1% |
Q4 2022 | $732,595 | +11.0% | 5,417 | 0.0% | 0.12% | +0.9% |
Q3 2022 | $660,000 | -6.0% | 5,417 | 0.0% | 0.11% | -1.7% |
Q2 2022 | $702,000 | -15.8% | 5,417 | -2.8% | 0.12% | -6.5% |
Q1 2022 | $834,000 | +2.5% | 5,573 | +2.9% | 0.12% | +1.6% |
Q4 2021 | $814,000 | +7.7% | 5,417 | 0.0% | 0.12% | +3.4% |
Q3 2021 | $756,000 | -0.7% | 5,417 | 0.0% | 0.12% | +0.9% |
Q2 2021 | $761,000 | +4.1% | 5,417 | 0.0% | 0.12% | 0.0% |
Q1 2021 | $731,000 | +13.5% | 5,417 | 0.0% | 0.12% | +12.5% |
Q4 2020 | $644,000 | +17.3% | 5,417 | 0.0% | 0.10% | -1.0% |
Q3 2020 | $549,000 | +6.0% | 5,417 | 0.0% | 0.10% | +1.9% |
Q2 2020 | $518,000 | +80.5% | 5,417 | +53.3% | 0.10% | +49.3% |
Q1 2020 | $287,000 | -31.8% | 3,533 | 0.0% | 0.07% | -13.8% |
Q4 2019 | $421,000 | – | 3,533 | – | 0.08% | – |
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% |