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 | $2,278,442 | -5.3% | 17,398 | +0.0% | 3.26% | -3.1% |
| Q2 2023 | $2,406,843 | +2.7% | 17,393 | -0.5% | 3.36% | +46.8% |
| Q1 2023 | $2,342,605 | -6.5% | 17,473 | -5.7% | 2.29% | -2.7% |
| Q4 2022 | $2,505,689 | +11.6% | 18,526 | +0.5% | 2.35% | +56.3% |
| Q3 2022 | $2,245,000 | -15.0% | 18,438 | -9.6% | 1.50% | -37.0% |
| Q2 2022 | $2,641,000 | -5.3% | 20,397 | +10.9% | 2.39% | +12.2% |
| Q1 2022 | $2,788,000 | -4.2% | 18,392 | -5.1% | 2.13% | +0.1% |
| Q4 2021 | $2,909,000 | – | 19,380 | – | 2.13% | – |
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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% |