VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,333,333 | -6.1% | 10,181 | -0.8% | 0.30% | -3.8% |
| Q2 2023 | $1,419,704 | +3.2% | 10,259 | 0.0% | 0.32% | -1.9% |
| Q1 2023 | $1,375,381 | -1.0% | 10,259 | -0.3% | 0.32% | -33.5% |
| Q4 2022 | $1,389,490 | +10.5% | 10,288 | -0.4% | 0.49% | -1.6% |
| Q3 2022 | $1,257,000 | -11.7% | 10,326 | +0.0% | 0.49% | +2.3% |
| Q2 2022 | $1,424,000 | -8.1% | 10,325 | -0.3% | 0.48% | +3.9% |
| Q1 2022 | $1,550,000 | +0.3% | 10,356 | +0.7% | 0.46% | +2.0% |
| Q4 2021 | $1,546,000 | -1.5% | 10,281 | -3.3% | 0.46% | -2.8% |
| Q3 2021 | $1,569,000 | +5.0% | 10,628 | +0.4% | 0.47% | 0.0% |
| Q2 2021 | $1,494,000 | +1.4% | 10,589 | +1.3% | 0.47% | +0.6% |
| Q1 2021 | $1,473,000 | +13.5% | 10,449 | -4.2% | 0.47% | -5.1% |
| Q4 2020 | $1,298,000 | – | 10,908 | – | 0.49% | – |
Download | ||||||
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% |