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 | $610,916 | -7.8% | 4,665 | -2.6% | 0.36% | -7.6% |
| Q2 2023 | $662,827 | -20.1% | 4,790 | -22.5% | 0.39% | -24.5% |
| Q1 2023 | $829,076 | -2.1% | 6,184 | -1.3% | 0.52% | -6.3% |
| Q4 2022 | $847,131 | +5.8% | 6,264 | -4.7% | 0.56% | -1.8% |
| Q3 2022 | $801,000 | -5.9% | 6,575 | +0.0% | 0.57% | +1.4% |
| Q2 2022 | $851,000 | -19.7% | 6,574 | -6.7% | 0.56% | -3.8% |
| Q4 2021 | $1,060,000 | +0.5% | 7,049 | -0.0% | 0.58% | -4.4% |
| Q1 2021 | $1,055,000 | – | 7,050 | – | 0.61% | – |
Download | ||||||
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% |