VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,399,357 | -3.3% | 48,865 | +2.2% | 3.11% | -4.5% |
| Q2 2023 | $6,619,322 | +1.0% | 47,834 | -2.2% | 3.26% | -2.8% |
| Q1 2023 | $6,554,682 | -2.7% | 48,890 | -1.8% | 3.35% | -15.1% |
| Q4 2022 | $6,733,464 | +5.3% | 49,789 | -5.2% | 3.95% | +2.2% |
| Q3 2022 | $6,392,000 | -0.1% | 52,496 | +6.3% | 3.87% | -4.7% |
| Q2 2022 | $6,398,000 | -10.0% | 49,400 | +4.0% | 4.06% | -5.9% |
| Q1 2022 | $7,108,000 | +12.9% | 47,489 | +13.4% | 4.31% | +4.4% |
| Q4 2021 | $6,297,000 | +18.9% | 41,886 | +10.4% | 4.13% | +2.9% |
| Q3 2021 | $5,297,000 | +13.0% | 37,938 | +13.7% | 4.02% | +1.9% |
| Q2 2021 | $4,689,000 | +106.7% | 33,374 | +98.5% | 3.94% | +57.0% |
| Q1 2021 | $2,268,000 | +9.0% | 16,813 | -3.8% | 2.51% | +3.9% |
| Q4 2020 | $2,080,000 | +14.7% | 17,483 | -2.2% | 2.42% | +14.9% |
| Q3 2020 | $1,813,000 | -0.5% | 17,881 | -6.1% | 2.10% | +4.7% |
| Q2 2020 | $1,823,000 | +68.2% | 19,050 | +42.8% | 2.01% | +51.7% |
| Q1 2020 | $1,084,000 | -29.7% | 13,338 | +3.0% | 1.32% | -3.8% |
| Q4 2019 | $1,543,000 | – | 12,946 | – | 1.38% | – |
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% |