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 | $544,848 | -8.2% | 4,160 | -3.0% | 0.39% | -5.3% |
| Q2 2023 | $593,579 | +2.6% | 4,289 | -0.6% | 0.41% | -1.4% |
| Q1 2023 | $578,715 | +173.0% | 4,317 | +163.9% | 0.42% | +114.4% |
| Q2 2022 | $212,000 | -71.5% | 1,636 | -67.0% | 0.20% | +16.8% |
| Q1 2022 | $743,000 | +14.1% | 4,965 | +14.6% | 0.17% | -8.2% |
| Q4 2021 | $651,000 | +9.0% | 4,333 | +1.3% | 0.18% | -3.7% |
| Q3 2021 | $597,000 | +109.5% | 4,277 | +111.2% | 0.19% | -10.4% |
| Q2 2021 | $285,000 | -18.6% | 2,025 | -18.6% | 0.21% | -26.5% |
| Q1 2021 | $350,000 | – | 2,487 | – | 0.29% | – |
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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% |