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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |