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 | $4,018,891 | -5.9% | 20,634 | -0.5% | 0.88% | -2.4% |
| Q2 2023 | $4,268,769 | +4.5% | 20,745 | -1.0% | 0.91% | -0.5% |
| Q1 2023 | $4,085,394 | +9.3% | 20,963 | +0.8% | 0.91% | +3.8% |
| Q4 2022 | $3,737,597 | +5.1% | 20,792 | -0.3% | 0.88% | -1.1% |
| Q3 2022 | $3,557,000 | -2.7% | 20,857 | +0.1% | 0.89% | +1.3% |
| Q2 2022 | $3,656,000 | -21.5% | 20,844 | -0.3% | 0.88% | -10.1% |
| Q1 2022 | $4,659,000 | -12.6% | 20,910 | -0.1% | 0.98% | -6.9% |
| Q4 2021 | $5,329,000 | +5.5% | 20,930 | -2.1% | 1.05% | +1.0% |
| Q3 2021 | $5,052,000 | +0.6% | 21,378 | +0.6% | 1.04% | -0.2% |
| Q2 2021 | $5,023,000 | +12.6% | 21,254 | +2.2% | 1.04% | +7.6% |
| Q1 2021 | $4,462,000 | +21.7% | 20,792 | +20.2% | 0.97% | +8.3% |
| Q4 2020 | $3,667,000 | +42.7% | 17,291 | +21.2% | 0.89% | +18.8% |
| Q3 2020 | $2,570,000 | +26.0% | 14,268 | +15.5% | 0.75% | +16.6% |
| Q2 2020 | $2,039,000 | +47.3% | 12,353 | +13.1% | 0.64% | +23.4% |
| Q1 2020 | $1,384,000 | -20.0% | 10,924 | +0.2% | 0.52% | -0.4% |
| Q4 2019 | $1,731,000 | +60.7% | 10,899 | +49.9% | 0.52% | +42.0% |
| Q3 2019 | $1,077,000 | – | 7,272 | – | 0.37% | – |
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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% |