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 | $379,924 | -5.0% | 2,901 | +0.4% | 0.17% | -16.9% |
| Q2 2023 | $399,817 | +16.9% | 2,889 | +26.4% | 0.21% | +2.5% |
| Q1 2023 | $342,146 | -1.7% | 2,286 | -11.1% | 0.20% | -14.0% |
| Q4 2022 | $347,888 | +11.9% | 2,572 | +0.6% | 0.24% | +22.4% |
| Q3 2022 | $311,000 | -0.6% | 2,556 | +5.7% | 0.19% | +9.7% |
| Q2 2022 | $313,000 | -8.5% | 2,419 | +5.8% | 0.18% | +18.2% |
| Q1 2022 | $342,000 | +3.6% | 2,286 | +4.3% | 0.15% | +3.5% |
| Q4 2021 | $330,000 | +15.8% | 2,192 | +7.6% | 0.14% | -12.3% |
| Q3 2021 | $285,000 | +1.1% | 2,038 | +1.4% | 0.16% | +5.2% |
| Q2 2021 | $282,000 | +8.9% | 2,010 | +4.7% | 0.16% | -3.7% |
| Q1 2021 | $259,000 | +25.7% | 1,920 | +10.9% | 0.16% | -0.6% |
| Q4 2020 | $206,000 | +24.1% | 1,732 | +6.3% | 0.16% | +4.5% |
| Q3 2020 | $166,000 | -76.3% | 1,629 | -78.7% | 0.16% | -87.7% |
| Q1 2020 | $699,000 | +76.5% | 7,631 | +129.9% | 1.26% | +235.9% |
| Q4 2019 | $396,000 | – | 3,319 | – | 0.38% | – |
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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% |