VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 100,466 | $13,012,000 | 14.90% |
| Dougherty Wealth Advisers LLC | 59,049 | $7,648,000 | 14.27% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 856,251 | $111,398,000 | 12.90% |
| Waverly Advisors, LLC | 832,967 | $107,886,000 | 9.87% |
| BHK Investment Advisors, LLC | 158,491 | $20,528,000 | 9.23% |
| Amtrust Financial Services, Inc. | 147,000 | $19,039,000 | 8.73% |
| Eagle Strategies LLC | 176,827 | $22,903,000 | 8.35% |
| Trust Co | 281,278 | $36,430,000 | 7.86% |
| Marotta Asset Management | 231,490 | $30,378,433,000 | 7.48% |
| Praetorian Wealth Management, Inc. | 147,963 | $19,164,000 | 7.04% |