VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,281,768 | -2.2% | 17,423 | +3.4% | 1.53% | +3.3% |
| Q2 2023 | $2,332,122 | +17.2% | 16,853 | +13.5% | 1.48% | +4.8% |
| Q1 2023 | $1,990,487 | +7.3% | 14,847 | +8.2% | 1.41% | +3.1% |
| Q4 2022 | $1,855,264 | +12.0% | 13,718 | +0.9% | 1.37% | +2.6% |
| Q3 2022 | $1,656,000 | +3.0% | 13,596 | +9.5% | 1.33% | +7.2% |
| Q2 2022 | $1,608,000 | -12.2% | 12,419 | +1.5% | 1.24% | +3.4% |
| Q1 2022 | $1,831,000 | +10.6% | 12,231 | +11.1% | 1.20% | +12.7% |
| Q4 2021 | $1,655,000 | +28.7% | 11,008 | +19.5% | 1.07% | +20.4% |
| Q3 2021 | $1,286,000 | +3.5% | 9,214 | +4.1% | 0.89% | +1.4% |
| Q2 2021 | $1,243,000 | +36.1% | 8,849 | +30.7% | 0.87% | +21.6% |
| Q1 2021 | $913,000 | +113.3% | 6,771 | +88.3% | 0.72% | +76.2% |
| Q4 2020 | $428,000 | – | 3,596 | – | 0.41% | – |
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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% |