VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 706 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.
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 | 489,715 | $46,650,000 | 8.14% |
FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |