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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,159,710 | -23.4% | 7,997 | -30.9% | 1.03% | -7.8% |
| Q3 2023 | $1,514,906 | -6.7% | 11,568 | -1.4% | 1.12% | -4.9% |
| Q2 2023 | $1,624,206 | -4.3% | 11,737 | -7.3% | 1.17% | -13.9% |
| Q1 2023 | $1,697,825 | -5.5% | 12,664 | -4.7% | 1.36% | -12.1% |
| Q4 2022 | $1,796,349 | +9.1% | 13,283 | -0.5% | 1.55% | -6.3% |
| Q3 2022 | $1,647,000 | -4.3% | 13,345 | +0.4% | 1.65% | -13.7% |
| Q2 2022 | $1,721,000 | -13.2% | 13,291 | +0.3% | 1.92% | +0.3% |
| Q1 2022 | $1,983,000 | +1.2% | 13,247 | +1.6% | 1.91% | +3.4% |
| Q4 2021 | $1,959,000 | – | 13,033 | – | 1.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 102,048 | $15,341,000 | 15.30% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 886,732 | $133,302,000 | 12.78% |
| Dougherty Wealth Advisers LLC | 56,266 | $8,458,000 | 11.82% |
| Waverly Advisors, LLC | 800,128 | $117,699,000 | 10.17% |
| Trust Co | 280,555 | $42,175,000 | 9.84% |
| Eagle Strategies LLC | 165,095 | $24,819,000 | 9.68% |
| Titan Capital Management, LLC /TX | 70,874 | $10,654,000 | 9.53% |
| BHK Investment Advisors, LLC | 158,599 | $23,842,000 | 9.41% |
| INSPIRION WEALTH ADVISORS, LLC | 241,983 | $36,377,000 | 7.67% |
| Marotta Asset Management | 206,722 | $31,076,518,000 | 7.04% |