VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 750 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,647,115 | +16.2% | 168,353 | +19.3% | 0.41% | +8.5% |
| Q1 2024 | $33,265,961 | +10.3% | 141,083 | +2.7% | 0.38% | +0.8% |
| Q4 2023 | $30,151,133 | +8.5% | 137,319 | -3.8% | 0.37% | -6.8% |
| Q3 2023 | $27,796,211 | -17.2% | 142,713 | -12.5% | 0.40% | -17.4% |
| Q2 2023 | $33,574,874 | +9.0% | 163,167 | +3.2% | 0.48% | -1.8% |
| Q1 2023 | $30,801,780 | +14.6% | 158,047 | +5.7% | 0.49% | +5.1% |
| Q4 2022 | $26,876,637 | +5.3% | 149,514 | -0.1% | 0.47% | -6.2% |
| Q3 2022 | $25,526,000 | +13.6% | 149,678 | +16.9% | 0.50% | +16.3% |
| Q2 2022 | $22,464,000 | -13.6% | 128,092 | +9.7% | 0.43% | +0.7% |
| Q1 2022 | $26,011,000 | -3.0% | 116,740 | +10.9% | 0.43% | +0.9% |
| Q4 2021 | $26,802,000 | +11.6% | 105,264 | +3.6% | 0.42% | +2.9% |
| Q3 2021 | $24,018,000 | +5.8% | 101,640 | +5.8% | 0.41% | +4.9% |
| Q2 2021 | $22,709,000 | +20.7% | 96,082 | +9.6% | 0.39% | -1.8% |
| Q1 2021 | $18,809,000 | -24.0% | 87,651 | -24.9% | 0.40% | -29.4% |
| Q4 2020 | $24,758,000 | +21.7% | 116,744 | +3.3% | 0.56% | +7.4% |
| Q3 2020 | $20,351,000 | +8.3% | 112,971 | -0.7% | 0.52% | -3.0% |
| Q2 2020 | $18,786,000 | +30.8% | 113,798 | +0.4% | 0.54% | +4.8% |
| Q1 2020 | $14,360,000 | -19.2% | 113,351 | +1.3% | 0.52% | -0.6% |
| Q4 2019 | $17,762,000 | – | 111,867 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 495,500 | $106,329,000 | 10.40% |
| Truepoint, Inc. | 727,516 | $156,118,000 | 9.71% |
| BHK Investment Advisors, LLC | 91,565 | $19,418,000 | 9.02% |
| Fulcrum Capital LLC | 145,460 | $31,214,000 | 8.95% |
| Bryn Mawr Capital Management, LLC | 69,845 | $14,988,000 | 7.35% |
| Waverly Advisors, LLC | 329,024 | $72,079,000 | 7.12% |
| ERTS Wealth Advisors, LLC | 101,623 | $21,807,000 | 6.46% |
| Praetorian Wealth Management, Inc. | 79,741 | $17,111,000 | 6.03% |
| Parcion Private Wealth LLC | 246,904 | $52,983,000 | 6.00% |
| Goepper Burkhardt LLC | 37,477 | $8,042,000 | 5.47% |