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 | $8,517,952 | +0.9% | 88,771 | +45.5% | 1.59% | +1.4% |
| Q2 2023 | $8,445,383 | -46.1% | 61,030 | -62.9% | 1.57% | -47.0% |
| Q1 2023 | $15,665,576 | +106.7% | 164,312 | +193.3% | 2.96% | +92.8% |
| Q4 2022 | $7,577,467 | +23.9% | 56,030 | +11.6% | 1.54% | +4.6% |
| Q3 2022 | $6,114,000 | -1.5% | 50,216 | +4.8% | 1.47% | +1.2% |
| Q2 2022 | $6,208,000 | -13.0% | 47,932 | +0.5% | 1.45% | +2.0% |
| Q1 2022 | $7,139,000 | +7.8% | 47,699 | +8.3% | 1.42% | +0.3% |
| Q4 2021 | $6,624,000 | +15.9% | 44,062 | +8.3% | 1.42% | +4.0% |
| Q2 2021 | $5,717,000 | +3.0% | 40,693 | -59.6% | 1.36% | -0.2% |
| Q1 2021 | $5,552,000 | +14.6% | 100,831 | +30.9% | 1.37% | -4.4% |
| Q4 2020 | $4,845,000 | – | 77,057 | – | 1.43% | – |
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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% |