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% | – |
Download | ||||||
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% |