VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,885,169 | -8.2% | 67,846 | -3.0% | 9.68% | -6.4% |
| Q2 2023 | $9,679,324 | -2.4% | 69,947 | -5.4% | 10.35% | +10.6% |
| Q1 2023 | $9,917,303 | -36.7% | 73,971 | -36.2% | 9.36% | -37.3% |
| Q4 2022 | $15,672,434 | +26.6% | 115,886 | +14.0% | 14.93% | -1.1% |
| Q3 2022 | $12,380,000 | -4.9% | 101,667 | +1.2% | 15.10% | +1.3% |
| Q2 2022 | $13,012,000 | -14.6% | 100,466 | -1.3% | 14.90% | -2.6% |
| Q1 2022 | $15,242,000 | -0.6% | 101,837 | -0.2% | 15.29% | -0.0% |
| Q4 2021 | $15,341,000 | – | 102,048 | – | 15.30% | – |
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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% |