VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 425 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $753,000 | +60.2% | 5,028 | +60.7% | 0.00% | – |
| Q4 2021 | $470,000 | +9.8% | 3,128 | +2.0% | 0.00% | – |
| Q3 2021 | $428,000 | -8.2% | 3,066 | -7.6% | 0.00% | – |
| Q2 2021 | $466,000 | +105.3% | 3,319 | +65.1% | 0.00% | – |
| Q3 2019 | $227,000 | -24.1% | 2,010 | -25.1% | 0.00% | – |
| Q4 2017 | $299,000 | -8.3% | 2,683 | -13.1% | 0.00% | – |
| Q3 2017 | $326,000 | -17.9% | 3,086 | -20.1% | 0.00% | – |
| Q2 2017 | $397,000 | -43.4% | 3,860 | -43.9% | 0.00% | -100.0% |
| Q1 2017 | $702,000 | +80.5% | 6,884 | +72.1% | 0.00% | 0.0% |
| Q4 2016 | $389,000 | +2.4% | 4,000 | -1.5% | 0.00% | 0.0% |
| Q3 2016 | $380,000 | +6.7% | 4,061 | +1.5% | 0.00% | 0.0% |
| Q2 2016 | $356,000 | +2.3% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $348,000 | -0.6% | 4,000 | -1.9% | 0.00% | 0.0% |
| Q4 2015 | $350,000 | – | 4,076 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 489,715 | $46,650,000 | 8.14% |
| FORTE CAPITAL LLC /ADV | 200,930 | $19,140,000 | 8.00% |
| Money Design Co.,Ltd. | 251,601 | $23,968,000 | 7.60% |
| BHK Investment Advisors, LLC | 90,716 | $8,642,000 | 6.50% |
| Jacobi Capital Management LLC | 236,215 | $22,502,000 | 6.15% |
| Dougherty Wealth Advisers LLC | 17,702 | $1,864,000 | 6.14% |
| Summit Financial, LLC | 293,871 | $27,994,139,000 | 5.44% |
| Shakespeare Wealth Management, LLC | 66,445 | $6,330,000 | 4.88% |
| Betterment LLC | 6,848,406 | $652,379,000 | 4.58% |
| DERBY & COMPANY, INC | 75,661 | $7,207,000 | 4.54% |