VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 100,466 | $13,012,000 | 14.90% |
| Dougherty Wealth Advisers LLC | 59,049 | $7,648,000 | 14.27% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 856,251 | $111,398,000 | 12.90% |
| Waverly Advisors, LLC | 832,967 | $107,886,000 | 9.87% |
| BHK Investment Advisors, LLC | 158,491 | $20,528,000 | 9.23% |
| Amtrust Financial Services, Inc. | 147,000 | $19,039,000 | 8.73% |
| Eagle Strategies LLC | 176,827 | $22,903,000 | 8.35% |
| Trust Co | 281,278 | $36,430,000 | 7.86% |
| Marotta Asset Management | 231,490 | $30,378,433,000 | 7.48% |
| Praetorian Wealth Management, Inc. | 147,963 | $19,164,000 | 7.04% |