VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 712 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,142 | -5.3% | 1,120 | 0.0% | 0.10% | -5.7% |
| Q2 2023 | $230,462 | +5.6% | 1,120 | 0.0% | 0.11% | +1.9% |
| Q1 2023 | $218,277 | +8.4% | 1,120 | 0.0% | 0.10% | 0.0% |
| Q4 2022 | $201,331 | -19.5% | 1,120 | 0.0% | 0.10% | -22.4% |
| Q1 2022 | $250,000 | -5.7% | 1,120 | +7.7% | 0.13% | -6.3% |
| Q4 2021 | $265,000 | +7.7% | 1,040 | 0.0% | 0.14% | +1.4% |
| Q3 2021 | $246,000 | 0.0% | 1,040 | 0.0% | 0.14% | -5.4% |
| Q2 2021 | $246,000 | +10.3% | 1,040 | 0.0% | 0.15% | +3.5% |
| Q1 2021 | $223,000 | +5.2% | 1,040 | +4.0% | 0.14% | +10.8% |
| Q4 2020 | $212,000 | – | 1,000 | – | 0.13% | – |
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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% |