VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,553,840 | -5.4% | 11,865 | 0.0% | 0.72% | -23.2% |
| Q2 2023 | $1,641,879 | +3.2% | 11,865 | 0.0% | 0.94% | +7.7% |
| Q1 2023 | $1,590,741 | +12.1% | 11,865 | +13.1% | 0.87% | +9.4% |
| Q4 2022 | $1,418,532 | +116.9% | 10,489 | +95.4% | 0.80% | +97.0% |
| Q3 2022 | $654,000 | -99.9% | 5,369 | -1.1% | 0.40% | -4.9% |
| Q2 2022 | $702,905,000 | +79684.9% | 5,427 | -7.8% | 0.42% | -40.9% |
| Q1 2022 | $881,000 | +55.4% | 5,887 | +56.2% | 0.72% | +98.6% |
| Q4 2021 | $567,000 | +172.6% | 3,768 | +153.6% | 0.36% | +209.4% |
| Q3 2021 | $208,000 | +173.7% | 1,486 | +178.3% | 0.12% | +91.8% |
| Q2 2021 | $76,000 | – | 534 | – | 0.06% | – |
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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% |