VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
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 | 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% |