VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 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 | 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% |