VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,528 | -6.6% | 3,738 | -1.3% | 0.08% | +47.3% |
| Q2 2023 | $524,322 | +7.1% | 3,789 | +3.7% | 0.06% | 0.0% |
| Q1 2023 | $489,758 | -0.9% | 3,653 | 0.0% | 0.06% | -9.8% |
| Q4 2022 | $494,032 | +18.8% | 3,653 | +6.8% | 0.06% | +7.0% |
| Q3 2022 | $416,000 | -6.1% | 3,419 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $443,000 | -13.5% | 3,419 | 0.0% | 0.06% | +1.8% |
| Q1 2022 | $512,000 | -0.4% | 3,419 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $514,000 | +7.8% | 3,419 | 0.0% | 0.06% | -12.7% |
| Q3 2021 | $477,000 | -0.6% | 3,419 | 0.0% | 0.06% | -18.2% |
| Q2 2021 | $480,000 | – | 3,419 | – | 0.08% | – |
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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% |