VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 690 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $642,822 | +70.5% | 4,908 | +80.2% | 0.02% | -17.4% |
| Q2 2023 | $376,966 | +49.4% | 2,724 | +44.7% | 0.02% | +27.8% |
| Q1 2023 | $252,320 | +32.5% | 1,882 | +33.7% | 0.02% | +20.0% |
| Q4 2022 | $190,418 | +11.4% | 1,408 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $171,000 | -6.0% | 1,408 | 0.0% | 0.02% | +14.3% |
| Q2 2022 | $182,000 | -13.7% | 1,408 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $211,000 | -0.5% | 1,408 | -0.1% | 0.01% | 0.0% |
| Q4 2021 | $212,000 | +7.6% | 1,410 | +0.1% | 0.01% | -6.7% |
| Q3 2021 | $197,000 | +42.8% | 1,408 | +42.9% | 0.02% | +36.4% |
| Q2 2021 | $138,000 | +3.8% | 985 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $133,000 | +13.7% | 985 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $117,000 | +17.0% | 985 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $100,000 | +6.4% | 985 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $94,000 | +17.5% | 985 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $80,000 | – | 985 | – | 0.01% | – |
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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% |