VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 706 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,607,809 | -13.9% | 12,277 | -9.0% | 0.42% | -14.6% |
| Q2 2023 | $1,866,755 | +0.8% | 13,490 | -2.4% | 0.49% | -5.0% |
| Q1 2023 | $1,852,449 | -1.9% | 13,817 | -1.0% | 0.52% | -5.6% |
| Q4 2022 | $1,888,356 | +6.0% | 13,963 | -4.6% | 0.55% | +3.6% |
| Q3 2022 | $1,781,000 | -7.8% | 14,629 | -1.9% | 0.53% | -8.3% |
| Q2 2022 | $1,931,000 | -15.5% | 14,906 | -2.3% | 0.58% | -4.1% |
| Q1 2022 | $2,284,000 | +1.7% | 15,257 | +2.2% | 0.60% | +2.6% |
| Q4 2021 | $2,245,000 | +10.9% | 14,935 | +3.0% | 0.59% | +0.2% |
| Q3 2021 | $2,024,000 | +0.2% | 14,501 | +0.9% | 0.59% | +4.8% |
| Q2 2021 | $2,019,000 | +9.7% | 14,369 | +5.3% | 0.56% | +11.6% |
| Q1 2021 | $1,840,000 | +10.9% | 13,645 | -2.2% | 0.50% | +2.4% |
| Q4 2020 | $1,659,000 | +13.4% | 13,950 | -0.3% | 0.49% | +4.7% |
| Q3 2020 | $1,463,000 | – | 13,989 | – | 0.47% | – |
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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% |