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 | $3,903,497 | -1.4% | 29,807 | +4.2% | 0.54% | -3.0% |
| Q2 2023 | $3,957,159 | +10.8% | 28,596 | +7.3% | 0.56% | +0.4% |
| Q1 2023 | $3,571,906 | +1.9% | 26,642 | +2.8% | 0.56% | -14.9% |
| Q4 2022 | $3,506,104 | +29.4% | 25,925 | +16.5% | 0.66% | +28.8% |
| Q3 2022 | $2,710,000 | +3.7% | 22,253 | +10.0% | 0.51% | -0.4% |
| Q2 2022 | $2,614,000 | +9.5% | 20,228 | +21.7% | 0.51% | +38.0% |
| Q1 2022 | $2,388,000 | +418.0% | 16,622 | +193.1% | 0.37% | +155.9% |
| Q1 2020 | $461,000 | -43.4% | 5,671 | -17.1% | 0.14% | -45.7% |
| Q4 2019 | $815,000 | – | 6,837 | – | 0.27% | – |
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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, LLC | 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% |