VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,230 | -5.4% | 437 | 0.0% | 0.02% | +4.2% |
| Q2 2023 | $60,473 | -43.8% | 437 | -45.5% | 0.02% | -55.6% |
| Q1 2023 | $107,525 | -0.9% | 802 | 0.0% | 0.05% | +8.0% |
| Q4 2022 | $108,462 | +10.7% | 802 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $98,000 | -63.0% | 802 | -60.8% | 0.05% | -62.7% |
| Q2 2022 | $265,000 | +120.8% | 2,048 | +155.4% | 0.13% | +152.8% |
| Q1 2022 | $120,000 | -0.8% | 802 | 0.0% | 0.05% | +8.2% |
| Q4 2021 | $121,000 | +8.0% | 802 | 0.0% | 0.05% | -5.8% |
| Q3 2021 | $112,000 | -0.9% | 802 | 0.0% | 0.05% | +2.0% |
| Q2 2021 | $113,000 | 0.0% | 802 | 0.0% | 0.05% | -8.9% |
| Q1 2021 | $113,000 | +18.9% | 802 | 0.0% | 0.06% | +3.7% |
| Q4 2020 | $95,000 | +15.9% | 802 | 0.0% | 0.05% | +10.2% |
| Q3 2020 | $82,000 | – | 802 | – | 0.05% | – |
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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% |