VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,801 | -25.9% | 981 | -29.8% | 0.03% | -29.8% |
| Q1 2023 | $272,504 | +8.5% | 1,398 | +0.1% | 0.05% | +6.8% |
| Q4 2022 | $251,130 | -1.1% | 1,397 | -6.2% | 0.04% | -6.4% |
| Q3 2022 | $254,000 | -8.3% | 1,490 | -5.6% | 0.05% | -2.1% |
| Q2 2022 | $277,000 | -21.1% | 1,578 | +0.1% | 0.05% | -5.9% |
| Q1 2022 | $351,000 | -14.2% | 1,577 | -1.8% | 0.05% | -7.3% |
| Q4 2021 | $409,000 | +7.9% | 1,606 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $379,000 | 0.0% | 1,606 | +0.1% | 0.06% | 0.0% |
| Q2 2021 | $379,000 | +3.8% | 1,605 | -5.6% | 0.06% | -3.4% |
| Q1 2021 | $365,000 | +69.0% | 1,701 | +66.8% | 0.06% | +61.1% |
| Q4 2020 | $216,000 | – | 1,020 | – | 0.04% | – |
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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% |