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 | $521,269 | -23.4% | 2,676 | -19.1% | 0.02% | -21.7% |
| Q2 2023 | $680,801 | +4.7% | 3,309 | -0.9% | 0.02% | 0.0% |
| Q1 2023 | $650,470 | +81.0% | 3,338 | +67.0% | 0.02% | +27.8% |
| Q4 2022 | $359,323 | +3.9% | 1,999 | -1.4% | 0.02% | -10.0% |
| Q3 2022 | $346,000 | -2.5% | 2,027 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $355,000 | -17.6% | 2,025 | +4.8% | 0.02% | -9.1% |
| Q1 2022 | $431,000 | -15.7% | 1,933 | -3.7% | 0.02% | -12.0% |
| Q4 2021 | $511,000 | +1.6% | 2,008 | -5.8% | 0.02% | -7.4% |
| Q3 2021 | $503,000 | -5.5% | 2,131 | -5.3% | 0.03% | -6.9% |
| Q2 2021 | $532,000 | +10.4% | 2,250 | +0.3% | 0.03% | -6.5% |
| Q1 2021 | $482,000 | -25.5% | 2,244 | -26.5% | 0.03% | -32.6% |
| Q4 2020 | $647,000 | +18.5% | 3,053 | +0.7% | 0.05% | 0.0% |
| Q3 2020 | $546,000 | +9.6% | 3,033 | +0.6% | 0.05% | -4.2% |
| Q2 2020 | $498,000 | +30.0% | 3,016 | -0.2% | 0.05% | +2.1% |
| Q1 2020 | $383,000 | – | 3,023 | – | 0.05% | – |
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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% |