VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,933,254 | +16.6% | 60,481 | +23.0% | 3.16% | +8.0% |
| Q2 2023 | $6,804,207 | +11.4% | 49,170 | +7.9% | 2.93% | -0.6% |
| Q1 2023 | $6,109,762 | -2.6% | 45,571 | -1.8% | 2.94% | -17.2% |
| Q4 2022 | $6,273,224 | +13.0% | 46,386 | +1.8% | 3.55% | -6.2% |
| Q3 2022 | $5,550,000 | -4.8% | 45,578 | +1.3% | 3.79% | -3.9% |
| Q2 2022 | $5,827,000 | +45.6% | 44,993 | +68.3% | 3.94% | +67.4% |
| Q1 2022 | $4,002,000 | +123.6% | 26,740 | +124.6% | 2.36% | +115.9% |
| Q4 2021 | $1,790,000 | – | 11,904 | – | 1.09% | – |
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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% |