VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $75,079 | -25.8% | 560 | -25.1% | 0.04% | -22.2% |
| Q4 2022 | $101,160 | -48.4% | 748 | -53.5% | 0.05% | -43.8% |
| Q3 2022 | $196,000 | -23.1% | 1,608 | -18.3% | 0.10% | -3.0% |
| Q2 2022 | $255,000 | -53.8% | 1,968 | -46.6% | 0.10% | -52.6% |
| Q1 2022 | $552,000 | -0.4% | 3,686 | 0.0% | 0.21% | -6.7% |
| Q4 2021 | $554,000 | +10.6% | 3,686 | +2.8% | 0.22% | -1.3% |
| Q3 2021 | $501,000 | +7.5% | 3,585 | +8.1% | 0.23% | +0.9% |
| Q2 2021 | $466,000 | +4.3% | 3,315 | 0.0% | 0.22% | -13.1% |
| Q1 2021 | $447,000 | +14.9% | 3,315 | +1.5% | 0.26% | +5.3% |
| Q4 2020 | $389,000 | – | 3,266 | – | 0.25% | – |
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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% |