VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,487,968 | -1.2% | 11,362 | +4.4% | 1.24% | -15.2% |
| Q2 2023 | $1,505,713 | +7.4% | 10,881 | +4.0% | 1.46% | +2.1% |
| Q1 2023 | $1,402,238 | +0.3% | 10,459 | +1.2% | 1.43% | +19.2% |
| Q4 2022 | $1,397,841 | +54.6% | 10,336 | +39.3% | 1.20% | +41.1% |
| Q3 2022 | $904,000 | -0.2% | 7,420 | +6.0% | 0.85% | -9.6% |
| Q2 2022 | $906,000 | +157.4% | 6,997 | +197.2% | 0.94% | +247.8% |
| Q1 2022 | $352,000 | – | 2,354 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |