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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,728,896 | +1.3% | 13,202 | +7.0% | 0.73% | +5.3% |
| Q2 2023 | $1,706,941 | +8.6% | 12,335 | +5.2% | 0.70% | +1.6% |
| Q1 2023 | $1,571,679 | -2.6% | 11,723 | -1.8% | 0.69% | -8.0% |
| Q4 2022 | $1,613,886 | +16.1% | 11,933 | +4.5% | 0.75% | +4.0% |
| Q3 2022 | $1,390,492 | -44.0% | 11,419 | -40.5% | 0.72% | -42.2% |
| Q2 2022 | $2,484,712 | -8.9% | 19,184 | +5.3% | 1.24% | +5.5% |
| Q1 2022 | $2,726,987 | -0.3% | 18,220 | +0.1% | 1.18% | +6.9% |
| Q4 2021 | $2,736,006 | – | 18,200 | – | 1.10% | – |
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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% |