VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 886 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,940 | -5.4% | 1,542 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $213,382 | +1.2% | 1,542 | -1.9% | 0.03% | -10.0% |
| Q1 2023 | $210,758 | -31.4% | 1,572 | -29.3% | 0.03% | -33.3% |
| Q4 2022 | $307,085 | -45.4% | 2,223 | -51.8% | 0.04% | -50.0% |
| Q3 2022 | $562,000 | +149.8% | 4,612 | +206.9% | 0.09% | +210.3% |
| Q1 2022 | $225,000 | +3.2% | 1,503 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $218,000 | +3.8% | 1,503 | 0.0% | 0.03% | +7.4% |
| Q3 2021 | $210,000 | -0.5% | 1,503 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $211,000 | +3.9% | 1,503 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $203,000 | -38.3% | 1,503 | -45.7% | 0.03% | -44.2% |
| Q4 2020 | $329,000 | – | 2,768 | – | 0.05% | – |
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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% |