VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,919 | -8.9% | 1,733 | -3.8% | 0.08% | -7.2% |
| Q2 2023 | $249,222 | +0.7% | 1,801 | -2.4% | 0.08% | -3.5% |
| Q1 2023 | $247,493 | -47.0% | 1,846 | -46.6% | 0.09% | -47.9% |
| Q4 2022 | $467,389 | +10.8% | 3,456 | -0.3% | 0.16% | -14.9% |
| Q3 2022 | $422,000 | -6.0% | 3,468 | 0.0% | 0.19% | +5.4% |
| Q2 2022 | $449,000 | -3.6% | 3,468 | +11.3% | 0.18% | -5.6% |
| Q1 2022 | $466,000 | -2.1% | 3,116 | -1.6% | 0.20% | -13.7% |
| Q4 2021 | $476,000 | +4.4% | 3,167 | -2.9% | 0.23% | -19.9% |
| Q3 2021 | $456,000 | +3.4% | 3,263 | +4.2% | 0.28% | +6.8% |
| Q2 2021 | $441,000 | +6.0% | 3,132 | +1.5% | 0.26% | -0.4% |
| Q1 2021 | $416,000 | +30.0% | 3,086 | +14.6% | 0.26% | +35.2% |
| Q4 2020 | $320,000 | +16.4% | 2,694 | -0.7% | 0.20% | +8.9% |
| Q3 2020 | $275,000 | +3.8% | 2,714 | -1.9% | 0.18% | +0.6% |
| Q2 2020 | $265,000 | – | 2,767 | – | 0.18% | – |
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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% |