VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,154,220 | -11.3% | 153,896 | -6.2% | 6.41% | -8.7% |
| Q2 2023 | $22,709,541 | +4.3% | 164,110 | +1.0% | 7.02% | -0.9% |
| Q1 2023 | $21,774,442 | +1.9% | 162,411 | +2.8% | 7.08% | -8.1% |
| Q4 2022 | $21,369,272 | +17.3% | 158,010 | +5.6% | 7.70% | +12.7% |
| Q3 2022 | $18,225,000 | -4.9% | 149,668 | +1.2% | 6.83% | -2.9% |
| Q2 2022 | $19,164,000 | -11.8% | 147,963 | +1.9% | 7.04% | -4.9% |
| Q1 2022 | $21,724,000 | +4.3% | 145,149 | +4.7% | 7.40% | +9.4% |
| Q4 2021 | $20,832,000 | +11.3% | 138,577 | +3.4% | 6.76% | +6.7% |
| Q3 2021 | $18,717,000 | -0.2% | 134,065 | +0.4% | 6.34% | +1.2% |
| Q2 2021 | $18,756,000 | +12.8% | 133,501 | +8.2% | 6.26% | +6.9% |
| Q1 2021 | $16,634,000 | +18.9% | 123,337 | +4.9% | 5.86% | +9.7% |
| Q4 2020 | $13,991,000 | +21.3% | 117,614 | +3.4% | 5.34% | +5.0% |
| Q3 2020 | $11,531,000 | +13.1% | 113,747 | +6.7% | 5.09% | +2.0% |
| Q2 2020 | $10,199,000 | – | 106,568 | – | 4.99% | – |
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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% |