VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569 | -5.8% | 2,930 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $604 | +6.0% | 2,930 | 0.0% | 0.04% | -2.7% |
| Q1 2023 | $570 | +18.3% | 2,930 | +9.5% | 0.04% | +15.6% |
| Q4 2022 | $482 | -99.9% | 2,676 | +1.4% | 0.03% | 0.0% |
| Q3 2022 | $450,000 | -11.1% | 2,639 | -8.5% | 0.03% | -11.1% |
| Q2 2022 | $506,000 | -30.0% | 2,883 | -11.3% | 0.04% | -23.4% |
| Q1 2022 | $723,000 | -16.4% | 3,252 | -4.4% | 0.05% | -13.0% |
| Q4 2021 | $865,000 | +2.1% | 3,402 | -4.8% | 0.05% | -3.6% |
| Q3 2021 | $847,000 | +0.2% | 3,575 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $845,000 | -5.5% | 3,575 | -14.2% | 0.06% | -9.7% |
| Q1 2021 | $894,000 | +49.0% | 4,168 | +47.3% | 0.06% | +40.9% |
| Q4 2020 | $600,000 | +7.0% | 2,830 | -9.2% | 0.04% | -4.3% |
| Q3 2020 | $561,000 | -1.6% | 3,117 | -9.8% | 0.05% | -9.8% |
| Q2 2020 | $570,000 | +18.3% | 3,456 | -9.2% | 0.05% | +2.0% |
| Q1 2020 | $482,000 | -24.3% | 3,805 | -5.2% | 0.05% | -15.3% |
| Q4 2019 | $637,000 | +2.4% | 4,012 | -4.5% | 0.06% | -4.8% |
| Q3 2019 | $622,000 | -2.7% | 4,202 | -1.8% | 0.06% | -6.1% |
| Q2 2019 | $639,000 | +2.1% | 4,281 | -2.3% | 0.07% | -2.9% |
| Q1 2019 | $626,000 | +17.7% | 4,384 | -1.4% | 0.07% | +9.7% |
| Q4 2018 | $532,000 | -27.1% | 4,445 | -13.3% | 0.06% | -21.5% |
| Q3 2018 | $730,000 | -11.4% | 5,127 | -16.4% | 0.08% | -16.8% |
| Q2 2018 | $824,000 | +0.4% | 6,131 | -3.2% | 0.10% | -5.0% |
| Q1 2018 | $821,000 | -3.9% | 6,333 | -5.3% | 0.10% | -3.8% |
| Q4 2017 | $854,000 | -15.3% | 6,689 | -19.2% | 0.10% | -24.1% |
| Q3 2017 | $1,008,000 | +1.6% | 8,277 | -1.8% | 0.14% | -5.5% |
| Q2 2017 | $992,000 | +12.3% | 8,426 | +7.8% | 0.14% | +5.1% |
| Q1 2017 | $883,000 | -28.9% | 7,817 | -33.5% | 0.14% | -33.7% |
| Q4 2016 | $1,242,000 | +11.8% | 11,751 | +12.5% | 0.21% | +5.1% |
| Q3 2016 | $1,111,000 | +10.7% | 10,447 | +6.1% | 0.20% | +5.3% |
| Q2 2016 | $1,004,000 | +10.7% | 9,851 | +8.9% | 0.19% | +6.2% |
| Q1 2016 | $907,000 | +1.6% | 9,044 | +1.0% | 0.18% | -3.8% |
| Q4 2015 | $893,000 | -2.3% | 8,955 | -4.8% | 0.18% | -5.6% |
| Q3 2015 | $914,000 | -7.2% | 9,405 | +1.8% | 0.20% | +0.5% |
| Q2 2015 | $985,000 | -0.3% | 9,242 | +1.1% | 0.19% | -0.5% |
| Q1 2015 | $988,000 | +9.7% | 9,145 | +3.2% | 0.20% | +4.3% |
| Q4 2014 | $901,000 | +6.5% | 8,865 | +0.9% | 0.19% | +9.4% |
| Q3 2014 | $846,000 | +4.4% | 8,788 | +4.5% | 0.17% | +7.5% |
| Q2 2014 | $810,000 | +4.0% | 8,408 | 0.0% | 0.16% | +2.6% |
| Q1 2014 | $779,000 | 0.0% | 8,408 | -2.6% | 0.16% | -1.9% |
| Q4 2013 | $779,000 | +9.4% | 8,633 | +3.4% | 0.16% | -3.1% |
| Q3 2013 | $712,000 | +7.6% | 8,353 | -1.4% | 0.16% | +3.2% |
| Q2 2013 | $662,000 | – | 8,473 | – | 0.16% | – |
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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% |