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% | – |
Download |
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% |