VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 881 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,152 | -88.6% | 1,510 | -91.0% | 0.16% | -90.6% |
| Q1 2023 | $1,862,410 | -5.1% | 16,772 | -4.9% | 1.72% | -6.9% |
| Q4 2022 | $1,962,538 | +36.7% | 17,641 | +49.6% | 1.85% | +36.6% |
| Q3 2022 | $1,436,000 | -42.8% | 11,790 | -39.2% | 1.35% | -38.0% |
| Q2 2022 | $2,510,000 | +37.5% | 19,379 | +58.8% | 2.18% | +69.8% |
| Q1 2022 | $1,826,000 | – | 12,202 | – | 1.28% | – |
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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% |