VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 553 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,759,583 | -3.8% | 798,331 | +0.0% | 0.81% | -0.6% |
| Q2 2023 | $2,869,809 | -28.3% | 798,319 | -1.1% | 0.81% | -31.6% |
| Q1 2023 | $4,004,321 | -0.6% | 807,265 | +0.0% | 1.19% | -11.3% |
| Q4 2022 | $4,028,930 | +6.1% | 807,239 | -0.1% | 1.34% | -4.5% |
| Q3 2022 | $3,799,000 | -4.7% | 808,007 | +0.0% | 1.40% | +1.1% |
| Q2 2022 | $3,985,000 | -39.9% | 807,961 | -1.7% | 1.39% | -29.0% |
| Q1 2022 | $6,633,000 | -27.8% | 822,327 | -2.0% | 1.96% | -23.7% |
| Q4 2021 | $9,190,000 | +6.3% | 839,165 | +62.5% | 2.56% | -1.7% |
| Q3 2021 | $8,645,000 | +5.7% | 516,547 | +787.2% | 2.60% | +1.2% |
| Q2 2021 | $8,180,000 | +629.7% | 58,221 | +322.1% | 2.57% | +375.4% |
| Q1 2021 | $1,121,000 | -82.2% | 13,793 | -74.0% | 0.54% | -75.4% |
| Q4 2020 | $6,300,000 | +0.0% | 52,960 | -14.8% | 2.20% | -10.9% |
| Q3 2020 | $6,298,000 | +5.3% | 62,126 | -0.6% | 2.47% | 0.0% |
| Q2 2020 | $5,980,000 | +433.5% | 62,491 | +353.1% | 2.47% | +356.2% |
| Q1 2020 | $1,121,000 | – | 13,793 | – | 0.54% | – |
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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% |