VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 953 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,351,464 | -2.2% | 42,222 | +1.4% | 4.90% | -2.5% |
| Q1 2024 | $6,492,257 | +8.0% | 41,641 | +0.4% | 5.03% | +1.1% |
| Q4 2023 | $6,012,171 | +13.3% | 41,460 | +2.3% | 4.98% | +3.0% |
| Q3 2023 | $5,306,915 | -3.8% | 40,523 | +1.6% | 4.83% | -1.8% |
| Q2 2023 | $5,518,733 | +1.3% | 39,881 | -1.8% | 4.92% | -4.6% |
| Q1 2023 | $5,447,466 | -1.0% | 40,632 | -0.2% | 5.16% | +10.8% |
| Q4 2022 | $5,503,715 | +14.5% | 40,696 | +3.1% | 4.66% | +7.8% |
| Q3 2022 | $4,806,000 | -1.1% | 39,465 | +5.2% | 4.32% | -12.3% |
| Q2 2022 | $4,861,000 | -11.5% | 37,530 | +2.3% | 4.92% | -5.1% |
| Q1 2022 | $5,491,000 | +1.8% | 36,685 | +2.3% | 5.19% | +3.4% |
| Q4 2021 | $5,392,000 | – | 35,865 | – | 5.02% | – |
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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% |