VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,925,287 | +4.0% | 28,366 | +0.8% | 3.29% | -1.9% |
| Q1 2023 | $3,773,400 | +1.3% | 28,145 | +2.2% | 3.35% | -7.5% |
| Q4 2022 | $3,724,239 | +11.3% | 27,538 | +0.2% | 3.62% | -1.7% |
| Q3 2022 | $3,347,000 | -7.6% | 27,485 | -1.7% | 3.68% | -2.3% |
| Q2 2022 | $3,621,000 | -13.4% | 27,954 | +0.1% | 3.77% | +0.1% |
| Q1 2022 | $4,180,000 | +0.1% | 27,931 | +0.6% | 3.77% | +0.7% |
| Q4 2021 | $4,175,000 | +7.5% | 27,770 | -0.2% | 3.74% | +2.4% |
| Q3 2021 | $3,884,000 | -0.5% | 27,818 | +0.2% | 3.65% | +0.7% |
| Q2 2021 | $3,903,000 | – | 27,776 | – | 3.63% | – |
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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% |