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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,273,600 | -1.2% | 76,629 | -0.4% | 3.99% | -4.5% |
| Q4 2022 | $10,400,375 | +1.1% | 76,903 | +0.1% | 4.18% | +1.0% |
| Q3 2022 | $10,290,000 | -1.9% | 76,791 | -5.2% | 4.14% | +3.0% |
| Q2 2022 | $10,493,000 | -14.4% | 81,017 | -1.0% | 4.02% | +0.7% |
| Q1 2022 | $12,254,000 | +7.0% | 81,872 | +7.4% | 3.99% | -12.0% |
| Q4 2021 | $11,457,000 | +1.6% | 76,210 | -5.7% | 4.53% | +36.7% |
| Q3 2021 | $11,281,000 | -3.3% | 80,807 | -1.1% | 3.32% | -1.4% |
| Q2 2021 | $11,664,000 | +24.7% | 81,669 | +17.8% | 3.36% | +9.2% |
| Q1 2021 | $9,350,000 | +36.2% | 69,326 | +20.1% | 3.08% | +18.4% |
| Q4 2020 | $6,865,000 | +23.5% | 57,704 | +5.2% | 2.60% | +27.0% |
| Q3 2020 | $5,560,000 | +3.3% | 54,844 | -2.5% | 2.05% | +95.9% |
| Q2 2020 | $5,383,000 | +33.8% | 56,250 | +13.7% | 1.05% | +24.8% |
| Q1 2020 | $4,022,000 | -67.6% | 49,482 | -52.5% | 0.84% | -64.0% |
| Q4 2019 | $12,420,000 | – | 104,202 | – | 2.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |