VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 821 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,901 | -5.3% | 755 | 0.0% | 0.07% | -2.6% |
| Q2 2023 | $104,465 | +1.9% | 755 | -1.3% | 0.08% | +7.0% |
| Q1 2023 | $102,512 | -0.8% | 765 | +0.1% | 0.07% | +6.0% |
| Q4 2022 | $103,362 | +11.1% | 764 | 0.0% | 0.07% | +6.3% |
| Q3 2022 | $93,000 | -5.1% | 764 | +1.1% | 0.06% | +12.5% |
| Q2 2022 | $98,000 | -1.0% | 756 | +14.7% | 0.06% | +16.7% |
| Q1 2022 | $99,000 | 0.0% | 659 | 0.0% | 0.05% | +2.1% |
| Q4 2021 | $99,000 | +7.6% | 659 | 0.0% | 0.05% | -2.1% |
| Q3 2021 | $92,000 | 0.0% | 659 | +0.2% | 0.05% | -4.0% |
| Q2 2021 | $92,000 | +3.4% | 658 | 0.0% | 0.05% | -7.4% |
| Q1 2021 | $89,000 | +14.1% | 658 | 0.0% | 0.05% | -3.6% |
| Q4 2020 | $78,000 | +16.4% | 658 | 0.0% | 0.06% | -17.6% |
| Q3 2020 | $67,000 | -14.1% | 658 | -19.3% | 0.07% | -20.9% |
| Q2 2020 | $78,000 | +18.2% | 815 | 0.0% | 0.09% | -8.5% |
| Q1 2020 | $66,000 | -30.5% | 815 | +2.5% | 0.09% | -6.0% |
| Q4 2019 | $95,000 | – | 795 | – | 0.10% | – |
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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% |