VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 828 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $292,887 | -3.5% | 1,947 | 0.0% | 0.16% | -9.5% |
| Q1 2024 | $303,557 | +3.5% | 1,947 | -3.7% | 0.18% | -12.7% |
| Q4 2023 | $293,210 | +10.7% | 2,022 | 0.0% | 0.20% | -1.9% |
| Q3 2023 | $264,801 | -14.2% | 2,022 | -9.3% | 0.21% | -14.0% |
| Q2 2023 | $308,587 | +3.2% | 2,230 | 0.0% | 0.24% | -4.7% |
| Q1 2023 | $298,976 | -2.6% | 2,230 | -1.8% | 0.26% | -8.6% |
| Q4 2022 | $306,995 | +11.2% | 2,270 | 0.0% | 0.28% | -2.4% |
| Q3 2022 | $276,000 | -2.8% | 2,270 | +3.4% | 0.29% | -2.4% |
| Q2 2022 | $284,000 | +12.3% | 2,195 | +29.8% | 0.29% | +27.9% |
| Q1 2022 | $253,000 | -0.4% | 1,691 | 0.0% | 0.23% | +1.8% |
| Q4 2021 | $254,000 | – | 1,691 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 115,886 | $15,672,434 | 14.93% |
| Dougherty Wealth Advisers LLC | 64,464 | $8,718,111 | 14.32% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 873,524 | $118,135,386 | 13.45% |
| SYM FINANCIAL Corp | 411,405 | $55,638,475 | 13.23% |
| BHK Investment Advisors, LLC | 121,213 | $16,392,813 | 9.22% |
| Marotta Asset Management | 243,306 | $32,904,703 | 7.92% |
| Praetorian Wealth Management, Inc. | 158,010 | $21,369,272 | 7.70% |
| INSPIRION WEALTH ADVISORS, LLC | 230,564 | $31,181,443 | 6.61% |
| ERTS Wealth Advisors, LLC | 186,665 | $25,244,625 | 6.54% |
| Waverly Advisors, LLC | 861,794 | $116,548,988 | 6.47% |