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 | $4,139,142 | -1.2% | 31,606 | +4.4% | 2.31% | 0.0% |
| Q2 2023 | $4,189,823 | +23.8% | 30,278 | +20.0% | 2.31% | +66.7% |
| Q1 2023 | $3,383,248 | +0.4% | 25,235 | +1.3% | 1.38% | -14.3% |
| Q4 2022 | $3,370,355 | +4.7% | 24,921 | +0.1% | 1.61% | -6.2% |
| Q3 2022 | $3,219,000 | 0.0% | 24,894 | +1.0% | 1.72% | -7.0% |
| Q2 2022 | $3,219,000 | -7.2% | 24,641 | +6.8% | 1.85% | +3.1% |
| Q1 2022 | $3,470,000 | +11.6% | 23,081 | +11.6% | 1.79% | +17.7% |
| Q4 2021 | $3,109,000 | +33.4% | 20,680 | +23.9% | 1.52% | +1.2% |
| Q3 2021 | $2,331,000 | +5.7% | 16,697 | +6.4% | 1.51% | +3.0% |
| Q2 2021 | $2,206,000 | +172.3% | 15,698 | +161.4% | 1.46% | +122.9% |
| Q1 2021 | $810,000 | +188.3% | 6,006 | +154.4% | 0.66% | +150.4% |
| Q4 2020 | $281,000 | – | 2,361 | – | 0.26% | – |
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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% |