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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,274,618 | +4.4% | 9,211 | 0.0% | 1.18% | +4.3% |
| Q1 2023 | $1,221,194 | -9.7% | 9,211 | -7.9% | 1.13% | -7.5% |
| Q4 2022 | $1,352,132 | +11.3% | 9,998 | +0.2% | 1.22% | +10.6% |
| Q3 2022 | $1,215,000 | -4.6% | 9,978 | +1.5% | 1.10% | +4.6% |
| Q2 2022 | $1,273,000 | -13.5% | 9,832 | 0.0% | 1.06% | +0.7% |
| Q1 2022 | $1,471,000 | -3.2% | 9,832 | -2.5% | 1.05% | 0.0% |
| Q4 2021 | $1,519,000 | +5.8% | 10,085 | -0.6% | 1.05% | +3.0% |
| Q3 2021 | $1,436,000 | +1.3% | 10,145 | 0.0% | 1.02% | -2.7% |
| Q2 2021 | $1,417,000 | +1.9% | 10,145 | 0.0% | 1.05% | +1.1% |
| Q1 2021 | $1,391,000 | +25.1% | 10,145 | +8.5% | 1.04% | +11.2% |
| Q4 2020 | $1,112,000 | +42.7% | 9,350 | +21.6% | 0.93% | +15.4% |
| Q3 2020 | $779,000 | +54.9% | 7,690 | +46.1% | 0.81% | +50.0% |
| Q2 2020 | $503,000 | +14.8% | 5,262 | -2.3% | 0.54% | +5.3% |
| Q1 2020 | $438,000 | -22.9% | 5,385 | +13.0% | 0.51% | -5.7% |
| Q4 2019 | $568,000 | – | 4,766 | – | 0.54% | – |
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% |