VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,373,337 | -0.1% | 18,254 | +8.5% | 0.24% | -6.2% |
| Q2 2023 | $2,374,548 | -10.0% | 16,820 | -14.9% | 0.26% | -26.4% |
| Q1 2023 | $2,639,271 | -11.8% | 19,767 | -7.8% | 0.35% | -22.3% |
| Q4 2022 | $2,992,173 | +51.3% | 21,449 | +32.1% | 0.45% | +12.6% |
| Q3 2022 | $1,978,000 | +2.2% | 16,242 | +8.7% | 0.40% | -4.6% |
| Q2 2022 | $1,936,000 | -2.5% | 14,945 | +12.9% | 0.42% | -5.9% |
| Q1 2022 | $1,985,000 | +18.7% | 13,242 | +20.8% | 0.44% | -14.0% |
| Q4 2021 | $1,672,000 | – | 10,958 | – | 0.52% | – |
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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% |