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 | $1,675 | -3.6% | 12,791 | +1.9% | 1.28% | +1.4% |
| Q2 2023 | $1,737 | +2.2% | 12,554 | -1.0% | 1.26% | 0.0% |
| Q1 2023 | $1,700 | -1.5% | 12,677 | -0.7% | 1.26% | -4.1% |
| Q4 2022 | $1,726 | -99.9% | 12,764 | +6.2% | 1.32% | +11.5% |
| Q3 2022 | $1,463,000 | -5.9% | 12,018 | +0.2% | 1.18% | -0.8% |
| Q2 2022 | $1,554,000 | -13.4% | 11,998 | +0.0% | 1.19% | -5.6% |
| Q1 2022 | $1,795,000 | -3.0% | 11,994 | -2.6% | 1.26% | +2.4% |
| Q4 2021 | $1,850,000 | +6.6% | 12,310 | -0.9% | 1.23% | -2.5% |
| Q3 2021 | $1,735,000 | -8.0% | 12,425 | -7.4% | 1.26% | -8.3% |
| Q2 2021 | $1,886,000 | +2.8% | 13,425 | -1.3% | 1.38% | -4.5% |
| Q1 2021 | $1,834,000 | +13.2% | 13,600 | -0.2% | 1.44% | +9.9% |
| Q4 2020 | $1,620,000 | +18.4% | 13,621 | +1.0% | 1.31% | +9.0% |
| Q3 2020 | $1,368,000 | +8.9% | 13,490 | +2.8% | 1.20% | +2.8% |
| Q2 2020 | $1,256,000 | -25.1% | 13,121 | -6.7% | 1.17% | -24.4% |
| Q4 2019 | $1,676,000 | +1.8% | 14,061 | -3.5% | 1.55% | -1.8% |
| Q3 2019 | $1,646,000 | -1.8% | 14,567 | -3.2% | 1.58% | -7.2% |
| Q2 2019 | $1,676,000 | +6.0% | 15,055 | +2.7% | 1.70% | -9.5% |
| Q1 2019 | $1,581,000 | +11.3% | 14,659 | -1.8% | 1.88% | +7.0% |
| Q4 2018 | $1,421,000 | -17.5% | 14,922 | -2.0% | 1.76% | +9.8% |
| Q3 2018 | $1,722,000 | +0.1% | 15,225 | -2.2% | 1.60% | -3.7% |
| Q2 2018 | $1,720,000 | -1.1% | 15,573 | -2.1% | 1.66% | -2.5% |
| Q1 2018 | $1,740,000 | – | 15,908 | – | 1.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 516,157 | $57,469,000 | 8.56% |
| FORTE CAPITAL LLC /ADV | 191,509 | $21,323,000 | 6.80% |
| Money Design Co.,Ltd. | 245,577 | $27,343,000 | 6.51% |
| BHK Investment Advisors, LLC | 95,909 | $10,678,000 | 6.07% |
| Dougherty Wealth Advisers LLC | 18,546 | $2,065,000 | 5.83% |
| Summit Financial, LLC | 298,565 | $33,423,169,000 | 5.64% |
| Jacobi Capital Management LLC | 230,464 | $25,660,000 | 5.21% |
| Shakespeare Wealth Management, LLC | 72,324 | $8,053,000 | 5.20% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 80,227 | $8,932,000 | 4.52% |