VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $749,531 | +13.2% | 3,846 | +19.6% | 0.03% | +16.0% |
| Q2 2023 | $661,979 | +2.3% | 3,215 | -3.1% | 0.02% | -7.4% |
| Q1 2023 | $647,061 | +3.3% | 3,318 | -4.8% | 0.03% | -12.9% |
| Q4 2022 | $626,459 | +2.5% | 3,484 | -2.5% | 0.03% | -3.1% |
| Q3 2022 | $611,000 | +6.3% | 3,575 | +9.2% | 0.03% | +10.3% |
| Q2 2022 | $575,000 | -24.2% | 3,275 | -3.8% | 0.03% | -9.4% |
| Q1 2022 | $759,000 | -3.3% | 3,403 | +10.4% | 0.03% | -5.9% |
| Q4 2021 | $785,000 | +190.7% | 3,082 | +170.4% | 0.03% | +161.5% |
| Q3 2021 | $270,000 | -19.4% | 1,140 | -19.7% | 0.01% | -23.5% |
| Q2 2021 | $335,000 | +13.2% | 1,419 | +3.1% | 0.02% | -5.6% |
| Q1 2021 | $296,000 | +33.9% | 1,377 | +31.9% | 0.02% | +20.0% |
| Q4 2020 | $221,000 | +87.3% | 1,044 | +59.1% | 0.02% | -66.7% |
| Q3 2020 | $118,000 | – | 656 | – | 0.04% | – |
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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% |