VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,459,665 | -43.1% | 18,784 | -2.5% | 1.04% | -41.7% |
| Q2 2023 | $4,325,485 | +88.3% | 19,268 | +12.5% | 1.79% | +73.5% |
| Q1 2023 | $2,296,595 | +7.2% | 17,132 | +8.2% | 1.03% | -4.2% |
| Q4 2022 | $2,141,778 | +9.3% | 15,837 | -1.6% | 1.08% | -0.8% |
| Q3 2022 | $1,960,000 | +6.8% | 16,090 | +13.6% | 1.08% | -2.7% |
| Q2 2022 | $1,835,000 | -21.3% | 14,168 | -9.1% | 1.12% | -17.3% |
| Q1 2022 | $2,333,000 | +1.9% | 15,585 | +2.4% | 1.35% | -2.4% |
| Q4 2021 | $2,289,000 | +9.3% | 15,226 | +1.5% | 1.38% | -3.7% |
| Q3 2021 | $2,095,000 | +5.9% | 15,007 | +6.6% | 1.44% | +5.4% |
| Q2 2021 | $1,978,000 | +13.7% | 14,081 | +9.1% | 1.36% | -10.9% |
| Q1 2021 | $1,740,000 | +13.3% | 12,903 | -0.0% | 1.53% | +7.8% |
| Q4 2020 | $1,536,000 | – | 12,909 | – | 1.42% | – |
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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% |