VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,550 | +7.8% | 3,448 | +13.9% | 0.02% | 0.0% |
| Q2 2023 | $418,876 | -13.6% | 3,027 | -16.3% | 0.02% | -9.1% |
| Q1 2023 | $484,931 | +17.4% | 3,617 | +18.5% | 0.02% | +15.8% |
| Q4 2022 | $412,888 | +5.6% | 3,053 | -4.8% | 0.02% | -5.0% |
| Q3 2022 | $391,000 | -0.3% | 3,208 | +6.0% | 0.02% | +17.6% |
| Q2 2022 | $392,000 | -16.2% | 3,026 | -3.3% | 0.02% | 0.0% |
| Q1 2022 | $468,000 | +11.4% | 3,130 | +12.0% | 0.02% | 0.0% |
| Q4 2021 | $420,000 | +9.1% | 2,795 | +1.3% | 0.02% | 0.0% |
| Q3 2021 | $385,000 | – | 2,760 | – | 0.02% | – |
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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% |