VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,094,553 | +0.2% | 61,809 | +5.8% | 2.34% | +1.6% |
Q2 2023 | $8,081,995 | +12.8% | 58,404 | +9.2% | 2.30% | +5.8% |
Q1 2023 | $7,167,914 | +3.4% | 53,464 | +4.3% | 2.18% | -3.2% |
Q4 2022 | $6,930,919 | +10.3% | 51,249 | -0.7% | 2.25% | -2.6% |
Q3 2022 | $6,282,000 | -4.5% | 51,589 | +1.5% | 2.31% | -3.5% |
Q2 2022 | $6,581,000 | -14.2% | 50,809 | -0.9% | 2.39% | -4.2% |
Q1 2022 | $7,674,000 | -3.2% | 51,270 | -2.7% | 2.50% | +1.3% |
Q4 2021 | $7,925,000 | +6.5% | 52,718 | -1.1% | 2.46% | -0.2% |
Q3 2021 | $7,438,000 | -2.8% | 53,279 | -2.2% | 2.47% | -3.9% |
Q2 2021 | $7,656,000 | +3.8% | 54,495 | -0.3% | 2.57% | -4.8% |
Q1 2021 | $7,374,000 | +13.6% | 54,678 | +0.2% | 2.70% | +6.9% |
Q4 2020 | $6,492,000 | – | 54,575 | – | 2.52% | – |
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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% |