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 | $155,037 | -5.3% | 796 | 0.0% | 0.11% | +1.8% |
| Q2 2023 | $163,793 | +5.6% | 796 | 0.0% | 0.11% | +0.9% |
| Q1 2023 | $155,133 | +8.4% | 796 | 0.0% | 0.11% | +5.9% |
| Q4 2022 | $143,089 | +5.2% | 796 | 0.0% | 0.10% | -5.6% |
| Q3 2022 | $136,000 | -2.9% | 796 | 0.0% | 0.11% | +4.9% |
| Q2 2022 | $140,000 | -20.9% | 796 | 0.0% | 0.10% | 0.0% |
| Q1 2022 | $177,000 | -12.8% | 796 | 0.0% | 0.10% | -2.8% |
| Q4 2021 | $203,000 | +8.0% | 796 | 0.0% | 0.11% | -1.9% |
| Q3 2021 | $188,000 | -3.6% | 796 | -3.6% | 0.11% | -1.8% |
| Q2 2021 | $195,000 | +10.2% | 826 | 0.0% | 0.11% | -4.3% |
| Q1 2021 | $177,000 | +3.5% | 826 | +2.5% | 0.12% | -7.3% |
| Q4 2020 | $171,000 | +17.9% | 806 | 0.0% | 0.12% | -6.1% |
| Q3 2020 | $145,000 | +30.6% | 806 | +19.4% | 0.13% | +8.2% |
| Q2 2020 | $111,000 | 0.0% | 675 | -22.9% | 0.12% | -12.9% |
| Q1 2020 | $111,000 | -48.1% | 875 | -35.2% | 0.14% | -21.3% |
| Q4 2019 | $214,000 | +7.0% | 1,350 | 0.0% | 0.18% | -6.8% |
| Q3 2019 | $200,000 | -1.0% | 1,350 | 0.0% | 0.19% | -2.1% |
| Q2 2019 | $202,000 | +4.7% | 1,350 | 0.0% | 0.20% | -2.0% |
| Q1 2019 | $193,000 | +19.1% | 1,350 | 0.0% | 0.20% | -0.5% |
| Q4 2018 | $162,000 | – | 1,350 | – | 0.20% | – |
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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% |