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 | $1,978,956 | -7.6% | 15,111 | -2.4% | 1.18% | -3.1% |
| Q2 2023 | $2,141,582 | +3.0% | 15,476 | -0.2% | 1.22% | -2.0% |
| Q1 2023 | $2,079,023 | +1.0% | 15,507 | +1.9% | 1.24% | -14.7% |
| Q4 2022 | $2,058,226 | +11.2% | 15,219 | +0.1% | 1.46% | -9.2% |
| Q3 2022 | $1,851,000 | -1.0% | 15,199 | +5.3% | 1.60% | +0.5% |
| Q2 2022 | $1,870,000 | -2.3% | 14,437 | +12.9% | 1.59% | +2.8% |
| Q1 2022 | $1,914,000 | -1.7% | 12,790 | -1.2% | 1.55% | +3.1% |
| Q4 2021 | $1,947,000 | – | 12,949 | – | 1.50% | – |
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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% |