VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 523 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,395 | -25.9% | 4,284 | -21.7% | 0.02% | -21.4% |
| Q2 2023 | $1,126,179 | +5.5% | 5,473 | -0.1% | 0.03% | -3.4% |
| Q1 2023 | $1,067,606 | +40.1% | 5,478 | +29.3% | 0.03% | +31.8% |
| Q4 2022 | $761,822 | -2.1% | 4,238 | -7.1% | 0.02% | -21.4% |
| Q3 2022 | $778,000 | +2.5% | 4,564 | +5.4% | 0.03% | +3.7% |
| Q2 2022 | $759,000 | -11.6% | 4,329 | +12.3% | 0.03% | 0.0% |
| Q1 2022 | $859,000 | -8.3% | 3,855 | +4.7% | 0.03% | -6.9% |
| Q4 2021 | $937,000 | +23.9% | 3,681 | +15.0% | 0.03% | +7.4% |
| Q3 2021 | $756,000 | -0.7% | 3,200 | -0.6% | 0.03% | -12.9% |
| Q2 2021 | $761,000 | +3.4% | 3,219 | -6.2% | 0.03% | -6.1% |
| Q1 2021 | $736,000 | -13.5% | 3,432 | -14.5% | 0.03% | -21.4% |
| Q4 2020 | $851,000 | +9.8% | 4,013 | -6.7% | 0.04% | 0.0% |
| Q3 2020 | $775,000 | -13.5% | 4,301 | -20.7% | 0.04% | -17.6% |
| Q2 2020 | $896,000 | +30.0% | 5,425 | -0.3% | 0.05% | +6.2% |
| Q1 2020 | $689,000 | -30.5% | 5,440 | -13.0% | 0.05% | -21.3% |
| Q4 2019 | $992,000 | +3.5% | 6,250 | -3.4% | 0.06% | -11.6% |
| Q3 2019 | $958,000 | -5.4% | 6,471 | -4.6% | 0.07% | -9.2% |
| Q2 2019 | $1,013,000 | -16.6% | 6,785 | -20.2% | 0.08% | -22.4% |
| Q1 2019 | $1,214,000 | +16.3% | 8,500 | -2.5% | 0.10% | -1.0% |
| Q4 2018 | $1,044,000 | -44.8% | 8,719 | -34.4% | 0.10% | -37.7% |
| Q3 2018 | $1,893,000 | +83.1% | 13,284 | +72.6% | 0.16% | +62.2% |
| Q2 2018 | $1,034,000 | -19.3% | 7,695 | -22.2% | 0.10% | -24.6% |
| Q1 2018 | $1,282,000 | +26.1% | 9,896 | +24.4% | 0.13% | +21.5% |
| Q4 2017 | $1,017,000 | +182.5% | 7,955 | +169.0% | 0.11% | +132.6% |
| Q3 2017 | $360,000 | +24.6% | 2,957 | +20.5% | 0.05% | +12.2% |
| Q2 2017 | $289,000 | +15.6% | 2,453 | +4.5% | 0.04% | -26.8% |
| Q3 2016 | $250,000 | – | 2,348 | – | 0.06% | – |
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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% |