VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,628,112 | +59.5% | 12,504 | +69.5% | 0.08% | -38.2% |
| Q2 2023 | $1,020,878 | -38.5% | 7,377 | -40.3% | 0.13% | +57.8% |
| Q1 2023 | $1,660,799 | -25.8% | 12,356 | -25.3% | 0.08% | -20.2% |
| Q4 2022 | $2,236,772 | -8.3% | 16,539 | -17.5% | 0.10% | -28.8% |
| Q3 2022 | $2,440,000 | -8.6% | 20,037 | -2.8% | 0.15% | -5.2% |
| Q2 2022 | $2,670,000 | +21.7% | 20,616 | +40.7% | 0.15% | +92.5% |
| Q1 2022 | $2,194,000 | +16.3% | 14,656 | +16.8% | 0.08% | +15.9% |
| Q4 2021 | $1,886,000 | – | 12,547 | – | 0.07% | – |
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% |