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 | $3,539,750 | -0.7% | 18,174 | +4.9% | 0.70% | +4.6% |
| Q2 2023 | $3,564,554 | +10.5% | 17,323 | +4.7% | 0.67% | -1.9% |
| Q1 2023 | $3,224,650 | +38.7% | 16,546 | +27.9% | 0.68% | +30.2% |
| Q4 2022 | $2,325,555 | +19.0% | 12,937 | +12.8% | 0.53% | +7.8% |
| Q3 2022 | $1,955,000 | +24.2% | 11,464 | +27.8% | 0.49% | +28.1% |
| Q2 2022 | $1,574,000 | -31.7% | 8,973 | -13.3% | 0.38% | -21.0% |
| Q1 2022 | $2,305,000 | -2.8% | 10,344 | +11.0% | 0.48% | +1.0% |
| Q4 2021 | $2,372,000 | +13.2% | 9,316 | +5.0% | 0.48% | +4.1% |
| Q3 2021 | $2,096,000 | +6.9% | 8,871 | +6.9% | 0.46% | +3.4% |
| Q2 2021 | $1,961,000 | +24.2% | 8,297 | +12.8% | 0.44% | +12.7% |
| Q1 2021 | $1,579,000 | +38.1% | 7,357 | +36.4% | 0.39% | +25.2% |
| Q4 2020 | $1,143,000 | – | 5,392 | – | 0.31% | – |
Download | ||||||
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% |