VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $819,527 | -5.3% | 4,208 | 0.0% | 0.54% | +9.3% |
| Q2 2023 | $865,784 | +5.2% | 4,208 | -0.3% | 0.49% | -2.2% |
| Q1 2023 | $822,725 | +4.3% | 4,221 | -3.8% | 0.50% | -10.3% |
| Q4 2022 | $788,844 | -2.7% | 4,388 | -7.8% | 0.56% | -16.9% |
| Q3 2022 | $811,000 | -5.3% | 4,758 | -2.5% | 0.68% | +0.3% |
| Q2 2022 | $856,000 | -32.8% | 4,881 | -14.6% | 0.67% | -19.4% |
| Q1 2022 | $1,274,000 | -12.7% | 5,717 | -0.2% | 0.84% | -9.7% |
| Q4 2021 | $1,459,000 | +7.9% | 5,731 | +0.2% | 0.92% | +1.0% |
| Q3 2021 | $1,352,000 | -1.4% | 5,722 | -1.3% | 0.92% | +4.1% |
| Q2 2021 | $1,371,000 | +9.7% | 5,799 | -0.5% | 0.88% | +14.9% |
| Q1 2021 | $1,250,000 | +56.2% | 5,826 | +31.2% | 0.77% | +21.6% |
| Q4 2020 | $800,000 | 0.0% | 4,439 | 0.0% | 0.63% | +0.6% |
| Q3 2020 | $800,000 | +44.1% | 4,439 | +32.0% | 0.63% | +36.4% |
| Q2 2020 | $555,000 | – | 3,364 | – | 0.46% | – |
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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% |