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 | $40,210,446 | -0.0% | 307,044 | +5.6% | 6.08% | +4.6% |
Q2 2023 | $40,227,096 | +6.6% | 290,700 | +3.3% | 5.81% | -0.8% |
Q1 2023 | $37,735,688 | -1.5% | 281,463 | -0.6% | 5.86% | -6.8% |
Q4 2022 | $38,309,118 | +10.8% | 283,268 | -0.2% | 6.29% | +2.4% |
Q3 2022 | $34,564,000 | -4.1% | 283,844 | +2.0% | 6.14% | -0.6% |
Q2 2022 | $36,038,000 | -13.0% | 278,241 | +0.5% | 6.18% | -2.5% |
Q1 2022 | $41,430,000 | +2.1% | 276,808 | +2.5% | 6.34% | +3.6% |
Q4 2021 | $40,591,000 | +6.7% | 270,011 | -1.0% | 6.12% | -1.2% |
Q3 2021 | $38,060,000 | +0.6% | 272,614 | +1.2% | 6.19% | +1.7% |
Q2 2021 | $37,837,000 | +4.4% | 269,300 | +0.2% | 6.09% | -1.4% |
Q1 2021 | $36,248,000 | +13.0% | 268,760 | -0.3% | 6.17% | +5.2% |
Q4 2020 | $32,072,000 | – | 269,600 | – | 5.87% | – |
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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% |