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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,249,983 | -6.5% | 11,552 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $2,405,863 | +60.1% | 11,692 | +51.6% | 0.01% | +50.0% |
| Q1 2023 | $1,502,797 | -51.6% | 7,711 | -55.4% | 0.00% | -55.6% |
| Q4 2022 | $3,106,612 | +153.2% | 17,282 | +140.1% | 0.01% | +125.0% |
| Q3 2022 | $1,227,000 | +169.1% | 7,197 | +176.5% | 0.00% | +300.0% |
| Q2 2022 | $456,000 | -21.4% | 2,603 | +0.0% | 0.00% | -50.0% |
| Q1 2022 | $580,000 | -67.0% | 2,602 | -62.2% | 0.00% | -60.0% |
| Q4 2021 | $1,755,000 | +9.3% | 6,891 | +1.4% | 0.01% | 0.0% |
| Q3 2021 | $1,605,000 | -1.0% | 6,796 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $1,621,000 | +4.4% | 6,859 | -5.2% | 0.01% | 0.0% |
| Q1 2021 | $1,552,000 | +2.0% | 7,233 | +0.9% | 0.01% | 0.0% |
| Q4 2020 | $1,521,000 | +16.4% | 7,170 | -1.2% | 0.01% | 0.0% |
| Q3 2020 | $1,307,000 | +8.6% | 7,255 | -0.6% | 0.01% | 0.0% |
| Q2 2020 | $1,204,000 | -42.6% | 7,296 | -55.9% | 0.01% | -54.5% |
| Q1 2020 | $2,096,000 | – | 16,542 | – | 0.01% | – |
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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% |