VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 865 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,465,000 | -3.4% | 461,706 | +2.1% | 10.73% | -15.4% |
| Q2 2023 | $62,575,820 | +7.3% | 452,203 | +4.0% | 12.68% | -1.4% |
| Q1 2023 | $58,299,226 | +4.8% | 434,842 | +5.7% | 12.86% | -2.7% |
| Q4 2022 | $55,638,475 | +5563747.5% | 411,405 | +10285025.0% | 13.23% | – |
| Q2 2022 | $1,000 | -94.1% | 4 | -96.5% | 0.00% | -100.0% |
| Q1 2022 | $17,000 | 0.0% | 115 | +3.6% | 0.01% | 0.0% |
| Q4 2021 | $17,000 | +13.3% | 111 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $15,000 | -6.2% | 111 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $16,000 | +166.7% | 111 | +109.4% | 0.01% | +125.0% |
| Q4 2020 | $6,000 | +20.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -28.6% | 53 | -20.9% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | +133.3% | 67 | +86.1% | 0.00% | +300.0% |
| Q4 2018 | $3,000 | -25.0% | 36 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $4,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | +300.0% | 36 | +300.0% | 0.00% | – |
| Q4 2017 | $1,000 | – | 9 | – | 0.00% | – |
Download | ||||||
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% |