VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,105,777 | +7.7% | 5,036 | -4.4% | 0.43% | -0.9% |
| Q3 2023 | $1,026,360 | -3.4% | 5,270 | +2.1% | 0.43% | -0.7% |
| Q2 2023 | $1,062,082 | +10.1% | 5,162 | +4.3% | 0.44% | +2.1% |
| Q1 2023 | $964,240 | +36.8% | 4,948 | +26.2% | 0.43% | +27.9% |
| Q4 2022 | $704,668 | -12.6% | 3,920 | -17.0% | 0.33% | -18.4% |
| Q3 2022 | $806,000 | +2.7% | 4,724 | +5.5% | 0.41% | +8.5% |
| Q2 2022 | $785,000 | -22.4% | 4,476 | -1.4% | 0.38% | -14.2% |
| Q1 2022 | $1,011,000 | -10.5% | 4,539 | +2.3% | 0.44% | -7.2% |
| Q4 2021 | $1,130,000 | +3.6% | 4,438 | -3.9% | 0.47% | -3.1% |
| Q3 2021 | $1,091,000 | -1.3% | 4,616 | -1.2% | 0.49% | -0.6% |
| Q2 2021 | $1,105,000 | +17.8% | 4,673 | +6.9% | 0.49% | +7.2% |
| Q1 2021 | $938,000 | +6.6% | 4,371 | +5.4% | 0.46% | +3.9% |
| Q4 2020 | $880,000 | +22.7% | 4,148 | +4.2% | 0.44% | +8.9% |
| Q3 2020 | $717,000 | +12.4% | 3,982 | +3.1% | 0.40% | +6.3% |
| Q2 2020 | $638,000 | +30.5% | 3,863 | 0.0% | 0.38% | +12.1% |
| Q1 2020 | $489,000 | -14.5% | 3,863 | +8.1% | 0.34% | +1.8% |
| Q4 2019 | $572,000 | +7.1% | 3,572 | +0.1% | 0.33% | +2.5% |
| Q3 2019 | $534,000 | -1.5% | 3,569 | -0.6% | 0.32% | -3.3% |
| Q2 2019 | $542,000 | +5.0% | 3,589 | -0.7% | 0.34% | +2.8% |
| Q1 2019 | $516,000 | -59.1% | 3,614 | -65.7% | 0.33% | +13.1% |
| Q4 2018 | $1,263,000 | +152.6% | 10,545 | +200.5% | 0.29% | -7.4% |
| Q3 2018 | $500,000 | +5.9% | 3,509 | 0.0% | 0.31% | +1.6% |
| Q2 2018 | $472,000 | +22.6% | 3,509 | +18.1% | 0.31% | +21.8% |
| Q1 2018 | $385,000 | +9.1% | 2,972 | +7.5% | 0.25% | +10.0% |
| Q4 2017 | $353,000 | +1.7% | 2,764 | -3.2% | 0.23% | -2.1% |
| Q3 2017 | $347,000 | +13.0% | 2,854 | +9.3% | 0.23% | +10.4% |
| Q2 2017 | $307,000 | – | 2,612 | – | 0.21% | – |
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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% |