VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,198 | -15.5% | 1,649 | -10.8% | 0.04% | -10.0% |
| Q2 2023 | $380,281 | +0.5% | 1,848 | -4.8% | 0.04% | -4.8% |
| Q1 2023 | $378,302 | +5.8% | 1,941 | -2.4% | 0.04% | +2.4% |
| Q4 2022 | $357,690 | -22.1% | 1,989 | -26.1% | 0.04% | -32.8% |
| Q3 2022 | $459,000 | -2.5% | 2,692 | +0.2% | 0.06% | +1.7% |
| Q2 2022 | $471,000 | -21.6% | 2,686 | -0.4% | 0.06% | -9.1% |
| Q1 2022 | $601,000 | -12.4% | 2,697 | +0.0% | 0.07% | -12.0% |
| Q4 2021 | $686,000 | -46.2% | 2,696 | -19.2% | 0.08% | -7.4% |
| Q3 2021 | $1,276,000 | +85.7% | 3,338 | +14.8% | 0.08% | -8.0% |
| Q2 2021 | $687,000 | +10.1% | 2,907 | -0.1% | 0.09% | -2.2% |
| Q1 2021 | $624,000 | -9.0% | 2,909 | -10.2% | 0.09% | -15.1% |
| Q4 2020 | $686,000 | +17.7% | 3,238 | -0.1% | 0.11% | +8.2% |
| Q3 2020 | $583,000 | +37.2% | 3,240 | +25.6% | 0.10% | +27.3% |
| Q2 2020 | $425,000 | +203.6% | 2,580 | +162.2% | 0.08% | +208.0% |
| Q3 2018 | $140,000 | – | 984 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 402,660 | $38,804,000 | 16.14% |
| Truepoint, Inc. | 760,522 | $73,292,000 | 12.89% |
| Noven Financial Group, Inc. | 155,085 | $14,946,000 | 10.76% |
| Cranbrook Wealth Management, LLC | 72,062 | $6,945,000 | 4.62% |
| SVA Wealth Management, LLC | 83,302 | $8,028,000 | 3.43% |
| Avior Wealth Management, LLC | 40,946 | $3,946,000 | 3.31% |
| MCF Advisors LLC | 109,300 | $10,122,000 | 3.19% |
| Community Financial Services Group, LLC | 62,894 | $6,061,000 | 3.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 78,295 | $7,545,000 | 2.65% |
| IBBOTSON ASSOCIATES INC | 18,026 | $1,737,000 | 2.39% |