VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,182,055 | -7.8% | 16,662 | -2.6% | 0.18% | -14.6% |
| Q2 2023 | $2,367,544 | +0.2% | 17,109 | -2.9% | 0.21% | -0.9% |
| Q1 2023 | $2,361,777 | -3.5% | 17,616 | -2.6% | 0.22% | -5.3% |
| Q4 2022 | $2,446,762 | +17.9% | 18,092 | +6.1% | 0.23% | +9.7% |
| Q3 2022 | $2,076,000 | -12.0% | 17,048 | -6.4% | 0.21% | -6.3% |
| Q2 2022 | $2,358,000 | -21.9% | 18,205 | -9.7% | 0.22% | -12.3% |
| Q1 2022 | $3,018,000 | +2.1% | 20,165 | +2.5% | 0.25% | +6.3% |
| Q4 2021 | $2,956,000 | +10.0% | 19,667 | +2.1% | 0.24% | +1.3% |
| Q3 2021 | $2,688,000 | +1.0% | 19,260 | +1.6% | 0.23% | +4.0% |
| Q2 2021 | $2,662,000 | +19.3% | 18,952 | +14.5% | 0.22% | +11.9% |
| Q1 2021 | $2,232,000 | +27.3% | 16,548 | +12.3% | 0.20% | +16.9% |
| Q4 2020 | $1,754,000 | +71.8% | 14,741 | +46.4% | 0.17% | +53.6% |
| Q3 2020 | $1,021,000 | +23.6% | 10,072 | +16.6% | 0.11% | +20.4% |
| Q2 2020 | $826,000 | – | 8,635 | – | 0.09% | – |
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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% |