VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 802 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,213,010 | -7.1% | 70,349 | -1.8% | 2.27% | -5.9% |
Q2 2023 | $9,914,348 | -20.6% | 71,645 | -23.0% | 2.41% | -22.7% |
Q1 2023 | $12,481,800 | -41.7% | 93,099 | -41.2% | 3.12% | -51.2% |
Q4 2022 | $21,408,006 | -6.5% | 158,296 | -10.5% | 6.40% | -23.4% |
Q2 2022 | $22,903,000 | -15.4% | 176,827 | -2.3% | 8.35% | -21.1% |
Q1 2022 | $27,083,000 | +9.1% | 180,949 | +9.6% | 10.58% | +9.3% |
Q4 2021 | $24,819,000 | – | 165,095 | – | 9.68% | – |
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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% |