VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 455 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,390,939 | +27.3% | 27,661 | +17.4% | 1.81% | +10.3% |
| Q4 2022 | $4,236,395 | +27.3% | 23,567 | +20.8% | 1.64% | +16.7% |
| Q3 2022 | $3,328,000 | +5.3% | 19,516 | +8.3% | 1.41% | -1.5% |
| Q2 2022 | $3,159,000 | -12.5% | 18,015 | +11.1% | 1.43% | +49.5% |
| Q1 2022 | $3,611,000 | -19.7% | 16,209 | -8.2% | 0.96% | -16.6% |
| Q4 2021 | $4,496,000 | +8.4% | 17,656 | +0.6% | 1.15% | +0.1% |
| Q3 2021 | $4,148,000 | +0.6% | 17,553 | +0.6% | 1.15% | +24.7% |
| Q2 2021 | $4,122,000 | +8.2% | 17,441 | -1.7% | 0.92% | -1.9% |
| Q1 2021 | $3,808,000 | -39.7% | 17,743 | -40.5% | 0.94% | -42.1% |
| Q4 2020 | $6,320,000 | +188.1% | 29,799 | +144.7% | 1.62% | +155.8% |
| Q3 2020 | $2,194,000 | +6.9% | 12,180 | -2.1% | 0.63% | -11.7% |
| Q2 2020 | $2,053,000 | +23.8% | 12,438 | -5.0% | 0.72% | -3.8% |
| Q1 2020 | $1,658,000 | -20.0% | 13,090 | +0.3% | 0.74% | -4.0% |
| Q4 2019 | $2,072,000 | – | 13,049 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 410,751 | $97,081,000 | 10.03% |
| Truepoint, Inc. | 762,319 | $180,174,000 | 9.97% |
| BHK Investment Advisors, LLC | 96,165 | $22,729,000 | 9.28% |
| Fulcrum Capital LLC | 153,821 | $36,356,000 | 9.12% |
| Bryn Mawr Capital Management, LLC | 70,928 | $16,764,000 | 7.59% |
| Waverly Advisors, LLC | 333,121 | $80,798,000 | 7.45% |
| Praetorian Wealth Management, Inc. | 86,729 | $20,498,000 | 6.85% |
| Goepper Burkhardt LLC | 38,127 | $9,011,000 | 5.69% |
| ERTS Wealth Advisors, LLC | 84,075 | $19,885,000 | 5.38% |
| Parcion Private Wealth LLC | 225,848 | $53,379,000 | 5.35% |