VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,586 | -5.3% | 1,800 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $370,386 | +5.6% | 1,800 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $350,802 | +8.4% | 1,800 | 0.0% | 0.10% | +1.0% |
| Q4 2022 | $323,568 | +5.4% | 1,800 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $307,000 | -2.8% | 1,800 | 0.0% | 0.10% | +3.0% |
| Q2 2022 | $316,000 | -7.1% | 1,800 | +18.0% | 0.10% | +13.8% |
| Q1 2022 | $340,000 | -11.2% | 1,525 | +1.3% | 0.09% | -3.3% |
| Q4 2021 | $383,000 | +7.6% | 1,505 | 0.0% | 0.09% | -3.2% |
| Q3 2021 | $356,000 | +6.0% | 1,505 | +6.0% | 0.09% | +5.7% |
| Q2 2021 | $336,000 | +10.2% | 1,420 | 0.0% | 0.09% | +1.1% |
| Q1 2021 | $305,000 | +1.3% | 1,420 | 0.0% | 0.09% | +1.2% |
| Q4 2020 | $301,000 | +32.6% | 1,420 | +12.7% | 0.09% | +19.4% |
| Q3 2020 | $227,000 | – | 1,260 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SWAN Capital LLC | 55,485 | $10,813,402 | 10.43% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 449,335 | $87,570,898 | 9.48% |
| BHK Investment Advisors, LLC | 108,319 | $21,110,253 | 9.22% |
| CARL STUART INVESTMENT ADVISOR, INC | 13,042 | $9,400,583 | 9.00% |
| Davis Investment Partners, LLC | 73,174 | $14,107,526 | 7.47% |
| Praetorian Wealth Management, Inc. | 114,773 | $22,368,109 | 7.27% |
| Axiom Advisory, LLC | 38,903 | $7,568,182 | 7.24% |
| Trust Co | 239,560 | $46,686,571 | 7.08% |
| Truepoint, Inc. | 1,020,647 | $198,913,928 | 6.86% |
| Hyperion Partners, LLC | 32,573 | $6,348,160 | 5.70% |