VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $360,729 | -62.9% | 2,691 | -62.5% | 0.14% | -67.8% |
| Q4 2022 | $971,375 | -15.0% | 7,183 | -23.4% | 0.44% | -20.1% |
| Q3 2022 | $1,143,000 | -5.5% | 9,383 | +0.5% | 0.55% | -3.5% |
| Q2 2022 | $1,209,000 | -12.7% | 9,337 | -3.4% | 0.57% | -7.0% |
| Q1 2022 | $1,385,000 | -12.5% | 9,665 | -8.2% | 0.62% | -3.8% |
| Q4 2021 | $1,583,000 | -34.8% | 10,528 | -39.5% | 0.64% | -34.2% |
| Q3 2021 | $2,428,000 | – | 17,393 | – | 0.97% | – |
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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% |