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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $916,015 | -17.1% | 4,172 | -26.4% | 0.03% | -28.9% |
| Q3 2023 | $1,104,395 | +18.2% | 5,670 | +24.8% | 0.04% | +12.5% |
| Q2 2023 | $934,659 | +3.9% | 4,542 | -1.6% | 0.04% | -4.8% |
| Q1 2023 | $899,938 | +6.1% | 4,618 | -2.1% | 0.04% | -4.5% |
| Q4 2022 | $848,273 | +17.0% | 4,719 | +11.0% | 0.04% | +4.8% |
| Q3 2022 | $725,000 | -11.7% | 4,251 | -9.2% | 0.04% | -17.6% |
| Q2 2022 | $821,000 | -16.1% | 4,680 | +6.5% | 0.05% | +13.3% |
| Q1 2022 | $979,000 | -22.9% | 4,393 | -11.9% | 0.04% | -28.6% |
| Q4 2021 | $1,270,000 | +8.6% | 4,986 | +0.7% | 0.06% | -30.0% |
| Q3 2021 | $1,169,000 | -1.1% | 4,949 | -1.1% | 0.09% | -6.2% |
| Q2 2021 | $1,182,000 | +17.7% | 5,002 | +6.9% | 0.10% | -4.0% |
| Q1 2021 | $1,004,000 | -1.6% | 4,679 | -2.7% | 0.10% | -18.0% |
| Q4 2020 | $1,020,000 | -0.2% | 4,810 | -15.2% | 0.12% | -18.1% |
| Q3 2020 | $1,022,000 | +8.0% | 5,674 | -1.0% | 0.15% | +0.7% |
| Q2 2020 | $946,000 | +26.1% | 5,729 | -3.3% | 0.15% | +17.5% |
| Q1 2020 | $750,000 | -18.1% | 5,923 | +2.7% | 0.13% | -19.2% |
| Q4 2019 | $916,000 | -3.9% | 5,768 | -10.4% | 0.16% | -9.3% |
| Q3 2019 | $953,000 | -1.9% | 6,435 | -1.0% | 0.17% | -1.1% |
| Q2 2019 | $971,000 | +3.7% | 6,501 | -0.8% | 0.17% | -1.1% |
| Q1 2019 | $936,000 | +16.0% | 6,555 | -2.8% | 0.18% | +7.3% |
| Q4 2018 | $807,000 | -21.3% | 6,744 | -6.2% | 0.16% | -26.8% |
| Q3 2018 | $1,025,000 | -61.4% | 7,190 | -67.1% | 0.22% | -67.3% |
| Q3 2017 | $2,658,000 | -2.1% | 21,829 | -5.4% | 0.68% | -6.7% |
| Q2 2017 | $2,716,000 | +4.2% | 23,080 | -0.0% | 0.73% | -2.8% |
| Q1 2017 | $2,607,000 | +0.1% | 23,085 | -6.3% | 0.75% | -3.3% |
| Q4 2016 | $2,604,000 | -2.3% | 24,645 | -1.6% | 0.78% | -8.9% |
| Q3 2016 | $2,665,000 | +4.4% | 25,048 | -0.0% | 0.86% | -2.3% |
| Q2 2016 | $2,553,000 | +0.2% | 25,053 | -0.9% | 0.88% | -3.9% |
| Q1 2016 | $2,549,000 | -10.4% | 25,289 | -11.4% | 0.91% | -26.0% |
| Q4 2015 | $2,846,000 | -0.6% | 28,548 | -3.0% | 1.23% | -8.1% |
| Q3 2015 | $2,864,000 | -12.4% | 29,441 | -4.0% | 1.34% | -17.1% |
| Q2 2015 | $3,269,000 | 0.0% | 30,672 | +1.4% | 1.62% | +48.4% |
| Q1 2015 | $3,269,000 | +12.3% | 30,261 | +5.6% | 1.09% | +8.6% |
| Q4 2014 | $2,910,000 | +16.1% | 28,643 | +10.1% | 1.00% | +8.1% |
| Q3 2014 | $2,506,000 | +3.4% | 26,025 | +3.4% | 0.93% | +4.0% |
| Q2 2014 | $2,424,000 | +2.7% | 25,158 | -2.4% | 0.89% | -7.0% |
| Q1 2014 | $2,361,000 | -7.6% | 25,774 | -9.0% | 0.96% | -14.2% |
| Q4 2013 | $2,556,000 | +19.2% | 28,320 | +12.6% | 1.12% | +8.3% |
| Q3 2013 | $2,144,000 | +24.7% | 25,159 | +14.3% | 1.03% | +12.5% |
| Q2 2013 | $1,720,000 | – | 22,019 | – | 0.92% | – |
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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% |