VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $715,126 | +103092.8% | 5,461 | +9.0% | 0.10% | +6.3% |
| Q2 2023 | $693 | +75.0% | 5,010 | +69.5% | 0.10% | +61.0% |
| Q1 2023 | $396 | -6.2% | 2,956 | -5.3% | 0.06% | -9.2% |
| Q4 2022 | $422 | -99.9% | 3,123 | -8.4% | 0.06% | -7.1% |
| Q3 2022 | $415,000 | +7.0% | 3,409 | +13.9% | 0.07% | +14.8% |
| Q2 2022 | $388,000 | +5.7% | 2,993 | +22.0% | 0.06% | +19.6% |
| Q1 2022 | $367,000 | -43.2% | 2,453 | -42.9% | 0.05% | -42.0% |
| Q4 2021 | $646,000 | -30.6% | 4,298 | -35.6% | 0.09% | -37.6% |
| Q3 2021 | $931,000 | -85.1% | 6,669 | -85.0% | 0.14% | -85.6% |
| Q2 2021 | $6,243,000 | +3.0% | 44,434 | -1.1% | 0.98% | +2.5% |
| Q1 2021 | $6,059,000 | -10.6% | 44,921 | -21.2% | 0.96% | -15.4% |
| Q4 2020 | $6,779,000 | +18.6% | 56,983 | +1.1% | 1.13% | +10.4% |
| Q3 2020 | $5,715,000 | +0.8% | 56,377 | -4.9% | 1.02% | -7.9% |
| Q2 2020 | $5,671,000 | +17.7% | 59,253 | +0.0% | 1.11% | -5.5% |
| Q1 2020 | $4,817,000 | -35.3% | 59,247 | -5.2% | 1.18% | -17.5% |
| Q4 2019 | $7,449,000 | +5.7% | 62,494 | +0.2% | 1.43% | +0.8% |
| Q3 2019 | $7,048,000 | -0.2% | 62,376 | -1.7% | 1.41% | -3.7% |
| Q2 2019 | $7,064,000 | – | 63,441 | – | 1.47% | – |
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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% |