VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,682 | -72.6% | 2,334 | -71.0% | 0.00% | -66.7% |
| Q2 2023 | $1,115,005 | +65.6% | 8,058 | +60.5% | 0.01% | +50.0% |
| Q1 2023 | $673,338 | +18.2% | 5,022 | +19.2% | 0.01% | -60.0% |
| Q4 2022 | $569,788 | +46.1% | 4,213 | +31.5% | 0.02% | +33.3% |
| Q3 2022 | $390,000 | +4.8% | 3,203 | +11.6% | 0.02% | 0.0% |
| Q2 2022 | $372,000 | -0.3% | 2,871 | +15.2% | 0.02% | +15.4% |
| Q1 2022 | $373,000 | -8.4% | 2,493 | -8.0% | 0.01% | -7.1% |
| Q4 2021 | $407,000 | -25.3% | 2,709 | -30.6% | 0.01% | -30.0% |
| Q3 2021 | $545,000 | -34.6% | 3,906 | -34.1% | 0.02% | -39.4% |
| Q2 2021 | $833,000 | +116.4% | 5,926 | +107.3% | 0.03% | +94.1% |
| Q1 2021 | $385,000 | +442.3% | 2,858 | +282.6% | 0.02% | +325.0% |
| Q2 2020 | $71,000 | -4.1% | 747 | -18.4% | 0.00% | -20.0% |
| Q1 2020 | $74,000 | -31.5% | 915 | +0.9% | 0.01% | -37.5% |
| Q4 2019 | $108,000 | – | 907 | – | 0.01% | – |
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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, 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% |