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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,924,640 | -1.3% | 13,908 | -4.4% | 0.72% | -10.1% |
| Q1 2023 | $1,949,974 | -51.6% | 14,544 | -51.2% | 0.80% | -54.6% |
| Q4 2022 | $4,030,763 | +6.3% | 29,805 | -4.3% | 1.76% | +2.2% |
| Q3 2022 | $3,791,000 | -7.1% | 31,132 | -1.2% | 1.72% | -2.9% |
| Q2 2022 | $4,081,000 | -20.3% | 31,512 | -7.9% | 1.78% | -4.8% |
| Q1 2022 | $5,123,000 | -9.1% | 34,231 | -8.7% | 1.86% | -7.7% |
| Q4 2021 | $5,638,000 | -15.5% | 37,501 | -21.6% | 2.02% | -24.6% |
| Q3 2021 | $6,675,000 | +58.5% | 47,813 | +59.5% | 2.68% | +53.6% |
| Q2 2021 | $4,212,000 | +3.3% | 29,978 | -0.8% | 1.74% | -8.7% |
| Q1 2021 | $4,076,000 | +27.1% | 30,222 | +12.1% | 1.91% | +14.2% |
| Q4 2020 | $3,206,000 | +50.2% | 26,954 | +28.0% | 1.67% | +20.8% |
| Q3 2020 | $2,135,000 | – | 21,059 | – | 1.38% | – |
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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% |