VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,941 | -7.9% | 3,275 | -3.2% | 0.26% | -11.1% |
| Q2 2023 | $502,492 | +4.7% | 3,385 | +1.7% | 0.29% | -5.6% |
| Q1 2023 | $480,115 | +0.7% | 3,327 | +1.6% | 0.30% | -10.6% |
| Q4 2022 | $476,741 | +29.9% | 3,273 | +19.7% | 0.34% | +30.2% |
| Q3 2022 | $367,000 | -24.0% | 2,734 | -26.7% | 0.26% | -4.7% |
| Q2 2022 | $483,000 | +0.6% | 3,729 | +16.2% | 0.28% | +20.1% |
| Q1 2022 | $480,000 | +12.4% | 3,208 | +13.0% | 0.23% | +16.2% |
| Q4 2021 | $427,000 | +7.8% | 2,839 | +0.0% | 0.20% | -4.4% |
| Q3 2021 | $396,000 | -1.2% | 2,838 | -0.7% | 0.21% | -4.2% |
| Q2 2021 | $401,000 | +5.2% | 2,857 | +1.1% | 0.22% | -1.4% |
| Q1 2021 | $381,000 | -11.0% | 2,826 | -21.5% | 0.22% | -21.6% |
| Q4 2020 | $428,000 | +20.6% | 3,602 | +2.7% | 0.28% | -10.0% |
| Q3 2020 | $355,000 | -3.0% | 3,506 | -8.5% | 0.31% | -22.4% |
| Q2 2020 | $366,000 | +13.0% | 3,833 | -3.8% | 0.40% | -3.4% |
| Q1 2020 | $324,000 | -35.1% | 3,986 | -4.9% | 0.41% | -3.5% |
| Q4 2019 | $499,000 | – | 4,190 | – | 0.43% | – |
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% |