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 | $7,115,829 | -5.5% | 54,336 | -0.1% | 1.09% | -0.6% |
| Q2 2023 | $7,526,034 | +3.6% | 54,387 | +0.4% | 1.09% | -2.6% |
| Q1 2023 | $7,264,387 | +8.8% | 54,184 | +9.7% | 1.12% | +3.1% |
| Q4 2022 | $6,679,554 | +11.0% | 49,390 | -0.1% | 1.09% | -1.7% |
| Q3 2022 | $6,019,000 | -6.1% | 49,432 | -0.1% | 1.11% | +12.6% |
| Q2 2022 | $6,411,000 | +11.1% | 49,501 | +28.4% | 0.98% | +26.3% |
| Q1 2022 | $5,771,000 | -0.5% | 38,559 | -0.0% | 0.78% | +2.6% |
| Q4 2021 | $5,798,000 | – | 38,568 | – | 0.76% | – |
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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% |