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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $895,566 | -5.9% | 4,598 | -0.6% | 0.02% | -9.5% |
| Q2 2023 | $951,591 | +2.0% | 4,624 | -3.4% | 0.02% | -4.5% |
| Q1 2023 | $932,578 | +12.8% | 4,785 | +4.1% | 0.02% | -8.3% |
| Q4 2022 | $826,671 | +4.2% | 4,598 | -1.1% | 0.02% | -17.2% |
| Q3 2022 | $793,000 | -5.1% | 4,650 | -2.4% | 0.03% | -19.4% |
| Q2 2022 | $836,000 | -19.1% | 4,765 | +2.6% | 0.04% | -7.7% |
| Q1 2022 | $1,034,000 | +95.8% | 4,642 | +123.8% | 0.04% | +105.3% |
| Q4 2021 | $528,000 | -56.8% | 2,074 | -59.9% | 0.02% | -60.4% |
| Q3 2021 | $1,221,000 | +41.0% | 5,169 | +41.0% | 0.05% | +33.3% |
| Q2 2021 | $866,000 | +17.2% | 3,665 | +6.4% | 0.04% | +2.9% |
| Q1 2021 | $739,000 | +0.5% | 3,446 | -0.5% | 0.04% | -7.9% |
| Q4 2020 | $735,000 | +55.4% | 3,464 | +31.9% | 0.04% | +15.2% |
| Q3 2020 | $473,000 | +1870.8% | 2,626 | +1521.0% | 0.03% | +1550.0% |
| Q2 2019 | $24,000 | +4.3% | 162 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $23,000 | +21.1% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -88.5% | 162 | -86.0% | 0.00% | -92.3% |
| Q3 2018 | $165,000 | -87.9% | 1,156 | -88.6% | 0.04% | -86.4% |
| Q2 2018 | $1,369,000 | -13.5% | 10,180 | -16.7% | 0.29% | -17.5% |
| Q1 2018 | $1,583,000 | -11.6% | 12,215 | -12.9% | 0.35% | +69.8% |
| Q4 2017 | $1,790,000 | +48.2% | 14,018 | +41.3% | 0.20% | -53.8% |
| Q3 2017 | $1,208,000 | +182.2% | 9,924 | +172.8% | 0.44% | +246.9% |
| Q2 2017 | $428,000 | – | 3,638 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 410,751 | $97,081,000 | 10.03% |
| Truepoint, Inc. | 762,319 | $180,174,000 | 9.97% |
| BHK Investment Advisors, LLC | 96,165 | $22,729,000 | 9.28% |
| Fulcrum Capital LLC | 153,821 | $36,356,000 | 9.12% |
| Bryn Mawr Capital Management, LLC | 70,928 | $16,764,000 | 7.59% |
| Waverly Advisors, LLC | 333,121 | $80,798,000 | 7.45% |
| Praetorian Wealth Management, Inc. | 86,729 | $20,498,000 | 6.85% |
| Goepper Burkhardt LLC | 38,127 | $9,011,000 | 5.69% |
| ERTS Wealth Advisors, LLC | 84,075 | $19,885,000 | 5.38% |
| Parcion Private Wealth LLC | 225,848 | $53,379,000 | 5.35% |