VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,626,135 | -14.8% | 8,349 | -10.0% | 0.37% | -10.9% |
| Q2 2023 | $1,908,311 | +8.7% | 9,274 | +3.0% | 0.41% | +4.5% |
| Q1 2023 | $1,754,984 | +28.1% | 9,005 | +18.1% | 0.40% | +29.4% |
| Q4 2022 | $1,370,310 | +41.3% | 7,623 | +34.0% | 0.31% | +23.9% |
| Q3 2022 | $970,000 | +19.9% | 5,690 | +23.3% | 0.25% | +23.5% |
| Q2 2022 | $809,000 | -12.9% | 4,614 | +10.6% | 0.20% | 0.0% |
| Q1 2022 | $929,000 | -14.4% | 4,171 | -2.2% | 0.20% | -12.3% |
| Q4 2021 | $1,085,000 | +5.1% | 4,263 | -2.4% | 0.23% | -5.8% |
| Q3 2021 | $1,032,000 | +1.2% | 4,369 | +1.3% | 0.24% | +0.4% |
| Q2 2021 | $1,020,000 | +11.5% | 4,315 | +1.2% | 0.24% | +9.0% |
| Q1 2021 | $915,000 | +8.3% | 4,264 | +7.0% | 0.22% | -4.7% |
| Q4 2020 | $845,000 | +9.6% | 3,986 | -6.9% | 0.23% | -9.4% |
| Q3 2020 | $771,000 | +37.2% | 4,282 | -3.4% | 0.26% | +24.3% |
| Q1 2020 | $562,000 | +14.5% | 4,435 | +43.2% | 0.21% | +102.0% |
| Q4 2019 | $491,000 | +11.8% | 3,096 | +4.6% | 0.10% | -25.0% |
| Q3 2019 | $439,000 | -0.2% | 2,961 | +0.6% | 0.14% | +12.4% |
| Q2 2019 | $440,000 | – | 2,944 | – | 0.12% | – |
Download | ||||||
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% |