VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,028,321 | -15.1% | 46,032 | -10.3% | 1.50% | -9.9% |
| Q2 2023 | $7,103,886 | +0.9% | 51,336 | -2.2% | 1.66% | -4.0% |
| Q1 2023 | $7,038,435 | -0.6% | 52,498 | +0.3% | 1.73% | -9.0% |
| Q4 2022 | $7,077,641 | +16.6% | 52,334 | +5.0% | 1.90% | +4.2% |
| Q3 2022 | $6,071,000 | +6.7% | 49,860 | +13.5% | 1.83% | +9.1% |
| Q2 2022 | $5,688,000 | +20.7% | 43,919 | +39.5% | 1.68% | +45.9% |
| Q1 2022 | $4,711,000 | +3.9% | 31,478 | +4.3% | 1.15% | +4.6% |
| Q4 2021 | $4,532,000 | +18.7% | 30,192 | +10.4% | 1.10% | +12.3% |
| Q3 2021 | $3,819,000 | +42.7% | 27,359 | +43.6% | 0.98% | +42.2% |
| Q2 2021 | $2,676,000 | +10.3% | 19,049 | +5.9% | 0.69% | +1.3% |
| Q1 2021 | $2,426,000 | +6.9% | 17,988 | +0.7% | 0.68% | +9.9% |
| Q4 2020 | $2,270,000 | – | 17,869 | – | 0.62% | – |
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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% |