VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 701 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,472 | -4.5% | 5,685 | +0.9% | 0.13% | -0.7% |
| Q2 2023 | $779,721 | +3.3% | 5,635 | +0.1% | 0.13% | -1.5% |
| Q1 2023 | $754,505 | -1.8% | 5,628 | -1.0% | 0.14% | -5.6% |
| Q4 2022 | $768,394 | +10.2% | 5,682 | -0.7% | 0.14% | +4.3% |
| Q3 2022 | $697,000 | -5.8% | 5,724 | +0.2% | 0.14% | -0.7% |
| Q2 2022 | $740,000 | -9.9% | 5,713 | +4.1% | 0.14% | +4.5% |
| Q1 2022 | $821,000 | +2.9% | 5,487 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $798,000 | +27.3% | 5,487 | +22.2% | 0.13% | +24.3% |
| Q3 2021 | $627,000 | +5.0% | 4,492 | +5.6% | 0.11% | +1.9% |
| Q2 2021 | $597,000 | +100.3% | 4,252 | +92.4% | 0.10% | +84.2% |
| Q1 2021 | $298,000 | +75.3% | 2,210 | +54.7% | 0.06% | +58.3% |
| Q4 2020 | $170,000 | +2025.0% | 1,429 | +1686.2% | 0.04% | +1700.0% |
| Q3 2020 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | – | 80 | – | 0.00% | – |
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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% |