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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,228,012 | -5.4% | 9,377 | 0.0% | 0.64% | -3.3% |
| Q2 2023 | $1,297,589 | +2.7% | 9,377 | -0.5% | 0.66% | -6.9% |
| Q1 2023 | $1,263,878 | -0.9% | 9,427 | 0.0% | 0.71% | -14.5% |
| Q4 2022 | $1,274,907 | +11.1% | 9,427 | 0.0% | 0.83% | -1.8% |
| Q3 2022 | $1,148,000 | -6.4% | 9,427 | -0.5% | 0.84% | -19.6% |
| Q2 2022 | $1,227,000 | -13.5% | 9,472 | 0.0% | 1.05% | -12.9% |
| Q1 2022 | $1,418,000 | -0.4% | 9,472 | 0.0% | 1.20% | -9.4% |
| Q4 2021 | $1,424,000 | +12.8% | 9,472 | +4.8% | 1.33% | +6.8% |
| Q3 2021 | $1,262,000 | -1.3% | 9,037 | -0.7% | 1.24% | -5.8% |
| Q2 2021 | $1,278,000 | +4.2% | 9,097 | 0.0% | 1.32% | -14.2% |
| Q1 2021 | $1,227,000 | +12.3% | 9,097 | -1.0% | 1.54% | +5.3% |
| Q4 2020 | $1,093,000 | +15.9% | 9,192 | -1.2% | 1.46% | +2.7% |
| Q3 2020 | $943,000 | +6.0% | 9,302 | 0.0% | 1.42% | -1.8% |
| Q2 2020 | $890,000 | +11.5% | 9,302 | -5.2% | 1.45% | -3.3% |
| Q1 2020 | $798,000 | -49.1% | 9,814 | -25.4% | 1.50% | -25.5% |
| Q4 2019 | $1,569,000 | – | 13,164 | – | 2.01% | – |
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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% |