Morningstar Investment Services LLC - VANGUARD INDEX FDS ownership

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
Morningstar Investment Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$884,000
-61.7%
3,903
-56.9%
0.01%
-61.5%
Q4 2021$2,306,000
+59.7%
9,054
+48.9%
0.03%
+52.9%
Q3 2021$1,444,000
-49.4%
6,079
-49.5%
0.02%
-50.0%
Q2 2021$2,856,000
-90.7%
12,037
-91.7%
0.03%
-91.5%
Q1 2021$30,839,000
-17.2%
145,689
-17.1%
0.40%
-22.4%
Q4 2020$37,264,000
+7.4%
175,715
-9.2%
0.52%
-3.7%
Q3 2020$34,687,000
+30.1%
193,603
+17.8%
0.54%
+22.8%
Q2 2020$26,654,000
+34.5%
164,378
+7.1%
0.44%
+21.3%
Q1 2020$19,824,000
-49.3%
153,444
-37.8%
0.36%
-41.3%
Q4 2019$39,137,000
-0.8%
246,511
-7.5%
0.62%
-7.9%
Q3 2019$39,462,000
+7.7%
266,615
+8.7%
0.67%
+11.0%
Q2 2019$36,628,000
+27.8%
245,316
+22.2%
0.60%
+22.1%
Q1 2019$28,659,000
-1.8%
200,732
-17.7%
0.49%
-13.8%
Q4 2018$29,198,000
-19.6%
243,943
-4.2%
0.57%
-12.5%
Q3 2018$36,298,000
+35.2%
254,720
+27.5%
0.65%
+29.8%
Q2 2018$26,856,000
+42.1%
199,802
+37.0%
0.50%
+37.0%
Q1 2018$18,905,000
-37.5%
145,856
-38.5%
0.37%
-39.5%
Q4 2017$30,266,000
+12.3%
236,976
+7.0%
0.61%
+3.4%
Q3 2017$26,958,000
+11.3%
221,416
+7.5%
0.59%
+4.8%
Q2 2017$24,229,000
+17.6%
205,891
+12.9%
0.56%
+8.1%
Q1 2017$20,603,000
-17.9%
182,411
-23.2%
0.52%
-36.8%
Q4 2016$25,082,000
-0.8%
237,365
-0.1%
0.82%
+12.3%
Q3 2016$25,274,000
+11.2%
237,560
+6.9%
0.73%
+1.8%
Q2 2016$22,738,000
+7.9%
222,267
+5.7%
0.72%
-1.1%
Q1 2016$21,076,000
+64.2%
210,215
+63.3%
0.73%
+42.9%
Q4 2015$12,838,000
+13.0%
128,758
+10.2%
0.51%
+5.2%
Q3 2015$11,365,000
+8.3%
116,842
+18.6%
0.48%
+8.1%
Q2 2015$10,498,000
+15.6%
98,510
+17.2%
0.45%
+12.9%
Q1 2015$9,078,000
+92.5%
84,041
+81.1%
0.40%
+79.2%
Q4 2014$4,716,000
+16.6%
46,410
+10.5%
0.22%
+6.2%
Q3 2014$4,044,000
+9.3%
42,000
+9.4%
0.21%
-3.3%
Q2 2014$3,700,000
+18.7%
38,393
+14.0%
0.22%
+0.9%
Q1 2014$3,118,000
+20.1%
33,666
+17.1%
0.21%
+9.2%
Q4 2013$2,596,000
+30.0%
28,759
+24.0%
0.20%
+12.1%
Q3 2013$1,997,000
+43.2%
23,202
+30.0%
0.17%
+20.0%
Q2 2013$1,395,00017,8530.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders