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 | $1,197,791 | +0.8% | 9,146 | +6.5% | 0.58% | -3.3% |
| Q2 2023 | $1,187,803 | -3.3% | 8,584 | -6.3% | 0.60% | -13.7% |
| Q1 2023 | $1,228,746 | -2.6% | 9,165 | -1.7% | 0.70% | -9.9% |
| Q4 2022 | $1,261,579 | +14.3% | 9,328 | +2.9% | 0.78% | -1.3% |
| Q3 2022 | $1,103,560 | -6.0% | 9,063 | +0.0% | 0.79% | -3.6% |
| Q2 2022 | $1,173,457 | -2.1% | 9,060 | +13.1% | 0.82% | -0.6% |
| Q1 2022 | $1,198,859 | +36.8% | 8,010 | +37.4% | 0.82% | +31.6% |
| Q4 2021 | $876,108 | – | 5,828 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |