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 | $302,387 | -5.4% | 2,309 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $319,519 | +0.4% | 2,309 | -2.7% | 0.12% | -5.7% |
| Q1 2023 | $318,282 | -1.1% | 2,374 | -0.3% | 0.12% | -7.6% |
| Q4 2022 | $321,866 | +6.6% | 2,380 | -4.1% | 0.13% | -3.6% |
| Q3 2022 | $302,000 | -5.9% | 2,483 | +0.2% | 0.14% | -5.5% |
| Q2 2022 | $321,000 | -13.5% | 2,477 | 0.0% | 0.14% | -3.3% |
| Q1 2022 | $371,000 | -0.3% | 2,477 | 0.0% | 0.15% | -9.1% |
| Q4 2021 | $372,000 | – | 2,477 | – | 0.16% | – |
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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% |