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 | $140,234 | -10.4% | 720 | -5.4% | 0.01% | -6.7% |
| Q2 2023 | $156,591 | +5.0% | 761 | -0.5% | 0.02% | -16.7% |
| Q1 2023 | $149,091 | -14.6% | 765 | -21.2% | 0.02% | -14.3% |
| Q4 2022 | $174,547 | -49.3% | 971 | -51.8% | 0.02% | -53.3% |
| Q3 2022 | $344,000 | -12.2% | 2,015 | -9.9% | 0.04% | -4.3% |
| Q2 2022 | $392,000 | -19.0% | 2,236 | +2.9% | 0.05% | -11.3% |
| Q1 2022 | $484,000 | -1.6% | 2,173 | +12.5% | 0.05% | -8.6% |
| Q4 2021 | $492,000 | +20.3% | 1,932 | +11.7% | 0.06% | +11.5% |
| Q3 2021 | $409,000 | +1.7% | 1,730 | +1.8% | 0.05% | +2.0% |
| Q2 2021 | $402,000 | +13.2% | 1,700 | +2.7% | 0.05% | +2.0% |
| Q1 2021 | $355,000 | +0.6% | 1,656 | -0.4% | 0.05% | -3.8% |
| Q4 2020 | $353,000 | +22.1% | 1,663 | +3.7% | 0.05% | -3.7% |
| Q3 2020 | $289,000 | +191.9% | 1,604 | +168.2% | 0.05% | +170.0% |
| Q2 2020 | $99,000 | +4850.0% | 598 | +3047.4% | 0.02% | – |
| Q1 2020 | $2,000 | -97.2% | 19 | -95.8% | 0.00% | -100.0% |
| Q4 2019 | $72,000 | +71.4% | 455 | +60.2% | 0.02% | +58.3% |
| Q3 2019 | $42,000 | -10.6% | 284 | -8.1% | 0.01% | -14.3% |
| Q2 2019 | $47,000 | -9.6% | 309 | -14.6% | 0.01% | -26.3% |
| Q1 2019 | $52,000 | +20.9% | 362 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $43,000 | – | 362 | – | 0.02% | – |
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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% |