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 | $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 | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |