VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 24 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,185,739 | -9.2% | 9,054 | -4.1% | 0.90% | -8.7% |
| Q2 2023 | $1,305,992 | +2.6% | 9,438 | -0.5% | 0.99% | -4.4% |
| Q1 2023 | $1,272,339 | -15.7% | 9,490 | -15.0% | 1.03% | -21.4% |
| Q4 2022 | $1,509,355 | +12.1% | 11,161 | +0.9% | 1.32% | +3.6% |
| Q3 2022 | $1,346,000 | -6.6% | 11,056 | -0.6% | 1.27% | -4.4% |
| Q2 2022 | $1,441,000 | -10.9% | 11,125 | +2.9% | 1.33% | +3.8% |
| Q1 2022 | $1,618,000 | +0.1% | 10,811 | +0.5% | 1.28% | -2.2% |
| Q4 2021 | $1,616,000 | – | 10,753 | – | 1.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 100,466 | $13,012,000 | 14.90% |
| Dougherty Wealth Advisers LLC | 59,049 | $7,648,000 | 14.27% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 856,251 | $111,398,000 | 12.90% |
| Waverly Advisors, LLC | 832,967 | $107,886,000 | 9.87% |
| BHK Investment Advisors, LLC | 158,491 | $20,528,000 | 9.23% |
| Amtrust Financial Services, Inc. | 147,000 | $19,039,000 | 8.73% |
| Eagle Strategies LLC | 176,827 | $22,903,000 | 8.35% |
| Trust Co | 281,278 | $36,430,000 | 7.86% |
| Marotta Asset Management | 231,490 | $30,378,433,000 | 7.48% |
| Praetorian Wealth Management, Inc. | 147,963 | $19,164,000 | 7.04% |