VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
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 | 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% |