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 | $278,039 | -5.3% | 1,428 | 0.0% | 0.02% | -4.3% |
| Q2 2023 | $293,741 | +126.5% | 1,428 | +114.7% | 0.02% | +109.1% |
| Q1 2023 | $129,668 | -25.5% | 665 | -31.3% | 0.01% | -31.2% |
| Q4 2022 | $174,089 | +5.5% | 968 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $165,000 | +19.6% | 968 | +23.5% | 0.02% | +21.4% |
| Q2 2022 | $138,000 | -21.1% | 784 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $175,000 | -22.6% | 784 | -11.5% | 0.02% | -20.0% |
| Q4 2021 | $226,000 | +17.7% | 886 | +8.8% | 0.02% | -13.0% |
| Q3 2021 | $192,000 | -6.8% | 814 | -6.5% | 0.02% | +15.0% |
| Q2 2021 | $206,000 | +10.2% | 871 | 0.0% | 0.02% | +5.3% |
| Q1 2021 | $187,000 | +1.1% | 871 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $185,000 | – | 871 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 314,982 | $33,568,000 | 20.65% |
| Truepoint, Inc. | 796,291 | $84,861,000 | 12.76% |
| Quantitative Advantage, LLC | 373,221 | $39,774,000 | 10.25% |
| Arrow Investment Advisors, LLC | 446,227 | $47,554,000 | 9.57% |
| IBBOTSON ASSOCIATES INC | 87,251 | $9,298,000 | 6.26% |
| Avior Wealth Management, LLC | 55,828 | $5,950,000 | 4.64% |
| Cranbrook Wealth Management, LLC | 70,138 | $7,475,000 | 4.29% |
| FundX Investment Group, LLC | 78,123 | $8,326,000 | 3.45% |
| Community Financial Services Group, LLC | 67,348 | $7,177,000 | 3.42% |
| CHURCHILL MANAGEMENT Corp | 893,131 | $95,181,000 | 3.39% |