VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,313,828 | -20.4% | 10,032 | -15.9% | 0.04% | -62.2% |
| Q2 2023 | $1,650,320 | +23.4% | 11,926 | +19.5% | 0.12% | +17.8% |
| Q1 2023 | $1,337,482 | +46.4% | 9,976 | +47.7% | 0.10% | +34.7% |
| Q4 2022 | $913,276 | +15.3% | 6,753 | +3.8% | 0.08% | 0.0% |
| Q3 2022 | $792,000 | -8.2% | 6,503 | -2.4% | 0.08% | -5.1% |
| Q2 2022 | $863,000 | -28.6% | 6,665 | -17.4% | 0.08% | -16.0% |
| Q1 2022 | $1,208,000 | +32.6% | 8,073 | +33.2% | 0.09% | +42.4% |
| Q4 2021 | $911,000 | – | 6,063 | – | 0.07% | – |
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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% |