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 | $8,317,127 | -1.0% | 63,509 | +4.6% | 3.90% | -1.9% |
| Q2 2023 | $8,400,453 | +20.7% | 60,705 | +16.9% | 3.98% | +10.6% |
| Q1 2023 | $6,961,767 | +11.2% | 51,926 | +12.2% | 3.60% | +5.9% |
| Q4 2022 | $6,258,989 | +25.8% | 46,280 | +13.2% | 3.40% | +15.1% |
| Q3 2022 | $4,977,000 | +0.3% | 40,874 | +6.7% | 2.96% | +6.0% |
| Q2 2022 | $4,964,000 | +5.2% | 38,323 | +21.5% | 2.79% | +3.3% |
| Q1 2022 | $4,720,000 | +15.1% | 31,534 | +15.6% | 2.70% | +10.8% |
| Q4 2021 | $4,100,000 | – | 27,273 | – | 2.44% | – |
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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% |