VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $209,358 | +2.6% | 1,548 | -1.8% | 0.03% | -6.5% |
| Q2 2022 | $204,000 | -13.6% | 1,577 | -0.2% | 0.03% | -3.1% |
| Q1 2022 | $236,000 | -19.2% | 1,580 | -35.6% | 0.03% | -47.5% |
| Q4 2019 | $292,000 | +5.8% | 2,452 | +0.5% | 0.06% | 0.0% |
| Q3 2019 | $276,000 | +2.2% | 2,439 | +0.7% | 0.06% | 0.0% |
| Q2 2019 | $270,000 | +13.4% | 2,423 | +10.0% | 0.06% | +7.0% |
| Q1 2019 | $238,000 | +13.3% | 2,202 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $210,000 | -25.8% | 2,202 | -12.1% | 0.06% | -12.3% |
| Q3 2018 | $283,000 | -3.1% | 2,504 | -5.3% | 0.06% | -11.0% |
| Q2 2018 | $292,000 | +3.2% | 2,643 | +2.1% | 0.07% | -3.9% |
| Q1 2018 | $283,000 | +3.3% | 2,588 | +5.5% | 0.08% | +2.7% |
| Q4 2017 | $274,000 | +29.9% | 2,454 | +22.9% | 0.07% | +23.3% |
| Q3 2017 | $211,000 | – | 1,997 | – | 0.06% | – |
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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% |