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 | $2,758,748 | -3.7% | 21,066 | +1.8% | 1.41% | -0.4% |
| Q2 2023 | $2,863,964 | +2.2% | 20,696 | -1.0% | 1.42% | -6.8% |
| Q1 2023 | $2,803,123 | -0.3% | 20,908 | +0.6% | 1.52% | -9.3% |
| Q4 2022 | $2,811,224 | +16.4% | 20,787 | +4.8% | 1.68% | -0.9% |
| Q3 2022 | $2,415,000 | +6.6% | 19,830 | +13.4% | 1.69% | +6.3% |
| Q2 2022 | $2,265,000 | -12.4% | 17,489 | +1.2% | 1.59% | -2.3% |
| Q1 2022 | $2,587,000 | -0.0% | 17,287 | +0.4% | 1.63% | +0.7% |
| Q4 2021 | $2,588,000 | +11.1% | 17,218 | +3.2% | 1.62% | +9.1% |
| Q3 2021 | $2,330,000 | +1.5% | 16,689 | +2.1% | 1.48% | -0.5% |
| Q2 2021 | $2,296,000 | +6.0% | 16,339 | +1.7% | 1.49% | -3.5% |
| Q1 2021 | $2,167,000 | +22.4% | 16,069 | +7.9% | 1.54% | +8.3% |
| Q4 2020 | $1,771,000 | – | 14,886 | – | 1.43% | – |
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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% |