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 | $1,088,252 | +0.2% | 5,587 | +5.9% | 0.06% | -3.5% |
| Q2 2023 | $1,086,039 | +2.9% | 5,278 | -2.5% | 0.06% | -5.0% |
| Q1 2023 | $1,055,061 | +7.8% | 5,414 | -0.6% | 0.06% | -3.2% |
| Q4 2022 | $979,113 | +5.4% | 5,447 | +0.0% | 0.06% | -12.7% |
| Q3 2022 | $929,000 | -2.7% | 5,445 | -0.0% | 0.07% | -15.5% |
| Q2 2022 | $955,000 | -23.7% | 5,446 | -3.0% | 0.08% | -11.6% |
| Q1 2022 | $1,251,000 | -18.3% | 5,616 | -6.7% | 0.10% | -15.9% |
| Q4 2021 | $1,532,000 | 0.0% | 6,019 | -7.2% | 0.11% | -9.6% |
| Q3 2021 | $1,532,000 | +12.2% | 6,484 | +12.3% | 0.12% | +43.7% |
| Q2 2021 | $1,365,000 | +4.4% | 5,774 | -5.2% | 0.09% | -7.4% |
| Q1 2021 | $1,307,000 | -4.3% | 6,092 | -5.5% | 0.09% | -17.5% |
| Q4 2020 | $1,366,000 | +11.6% | 6,444 | -5.2% | 0.11% | -7.3% |
| Q3 2020 | $1,224,000 | -4.1% | 6,795 | -12.1% | 0.12% | -29.7% |
| Q2 2020 | $1,276,000 | +24.7% | 7,730 | -4.3% | 0.18% | +19.0% |
| Q1 2020 | $1,023,000 | -43.9% | 8,076 | -29.7% | 0.15% | -31.9% |
| Q4 2019 | $1,823,000 | +7.8% | 11,481 | +0.6% | 0.22% | -6.1% |
| Q3 2019 | $1,691,000 | -4.9% | 11,417 | -4.2% | 0.23% | -10.9% |
| Q2 2019 | $1,779,000 | +10.6% | 11,913 | +5.7% | 0.26% | -3.7% |
| Q1 2019 | $1,609,000 | +22.6% | 11,267 | +2.8% | 0.27% | +5.9% |
| Q4 2018 | $1,312,000 | -12.6% | 10,961 | +4.0% | 0.25% | -22.2% |
| Q3 2018 | $1,502,000 | +4.1% | 10,537 | -1.8% | 0.32% | -11.9% |
| Q2 2018 | $1,443,000 | +9.3% | 10,735 | +2.8% | 0.37% | +4.2% |
| Q1 2018 | $1,320,000 | +100.9% | 10,446 | +109.1% | 0.35% | +103.4% |
| Q4 2017 | $657,000 | +17.1% | 4,995 | +9.7% | 0.17% | -27.2% |
| Q3 2017 | $561,000 | +1268.3% | 4,554 | -4.0% | 0.24% | +1095.0% |
| Q2 2017 | $41,000 | -89.1% | 4,743 | +27.7% | 0.02% | -92.0% |
| Q1 2017 | $375,000 | +5.0% | 3,713 | +10.7% | 0.25% | -7.4% |
| Q4 2016 | $357,000 | – | 3,354 | – | 0.27% | – |
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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% |