Truepoint, Inc. - VANGUARD INDEX FDS ownership

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
Truepoint, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$199,992,411
-4.7%
1,026,813
+0.7%
6.43%
-7.5%
Q2 2023$209,891,595
+5.5%
1,020,030
-0.1%
6.96%
+1.5%
Q1 2023$198,913,928
+7.5%
1,020,647
-0.8%
6.86%
+2.5%
Q4 2022$184,981,539
+10.4%
1,029,047
+4.7%
6.69%
-22.0%
Q3 2022$167,584,000
+0.7%
982,669
+3.6%
8.58%
-0.9%
Q2 2022$166,363,000
-11.8%
948,589
+12.1%
8.66%
-3.1%
Q1 2022$188,610,000
-9.1%
846,508
+3.9%
8.94%
-7.7%
Q4 2021$207,505,000
+8.2%
814,958
+0.4%
9.68%
+0.5%
Q3 2021$191,758,000
+6.4%
811,502
+6.5%
9.63%
-3.4%
Q2 2021$180,174,000
+15.4%
762,319
+4.8%
9.97%
+2.7%
Q1 2021$156,118,000
+2.2%
727,516
+1.0%
9.71%
-4.3%
Q4 2020$152,789,000
+12.6%
720,466
-4.4%
10.15%
-2.2%
Q3 2020$135,750,000
+5.7%
753,578
-3.1%
10.38%
+0.4%
Q2 2020$128,412,000
-99.9%
777,876
-10.1%
10.34%
+3.2%
Q1 2020$109,625,412,000
+75539.7%
865,304
-5.2%
10.02%
-8.8%
Q4 2019$144,931,000
+6.4%
912,776
-0.7%
10.98%
-7.9%
Q3 2019$136,158,000
-0.6%
919,306
+0.2%
11.92%
+7.8%
Q2 2019$137,006,000
+4.2%
917,596
-0.4%
11.05%
-1.6%
Q1 2019$131,469,000
+17.4%
920,844
-1.6%
11.23%
+5.0%
Q4 2018$111,979,000
-17.0%
935,571
-1.1%
10.69%
-8.2%
Q3 2018$134,866,000
+4.8%
946,430
-1.1%
11.65%
+0.6%
Q2 2018$128,654,000
-86.6%
957,178
+669.1%
11.58%
+54.9%
Q1 2018$960,276,000
+686.4%
124,461
-87.0%
7.47%
-34.9%
Q4 2017$122,110,000
+4.8%
956,076
-0.1%
11.48%
+0.5%
Q3 2017$116,515,000
+4.0%
957,002
+1.6%
11.42%
+1.5%
Q2 2017$112,030,000
+7.2%
942,145
+1.8%
11.26%
+0.1%
Q1 2017$104,497,000
+3.2%
925,160
+1.1%
11.24%
-0.2%
Q4 2016$101,228,000
+8.1%
914,687
+3.9%
11.26%
-1.1%
Q3 2016$93,622,000
+6.6%
879,993
+2.1%
11.38%
+0.9%
Q2 2016$87,832,000
+2.1%
862,030
+0.5%
11.28%
-0.7%
Q1 2016$86,038,000
+3.0%
858,145
+2.5%
11.36%
-1.8%
Q4 2015$83,509,000
+7.2%
837,523
+4.6%
11.57%
-0.4%
Q3 2015$77,879,000
-8.2%
800,646
+0.5%
11.62%
-8.9%
Q2 2015$84,861,000
+3.5%
796,291
+4.9%
12.76%
-0.5%
Q1 2015$81,970,000
+2.9%
758,844
-3.2%
12.82%
+0.5%
Q4 2014$79,695,000
+6.0%
784,319
+0.5%
12.76%
+0.4%
Q3 2014$75,162,000
+2.6%
780,664
+2.6%
12.71%
-1.4%
Q2 2014$73,292,000
+7.0%
760,522
+2.8%
12.89%
-1.8%
Q1 2014$68,525,000
+3.7%
739,929
+1.0%
13.13%
+0.3%
Q4 2013$66,104,000
+8.1%
732,454
+2.0%
13.09%
+2.7%
Q3 2013$61,162,000
+873642.9%
717,777
-3.1%
12.75%
+637400.0%
Q2 2013$7,000740,4660.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders