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 | $839,222 | -12.6% | 4,309 | -7.7% | 0.43% | -13.7% |
| Q2 2023 | $960,078 | +5.3% | 4,666 | -0.3% | 0.50% | +1.0% |
| Q1 2023 | $911,848 | +7.1% | 4,679 | -1.2% | 0.50% | -3.5% |
| Q4 2022 | $851,125 | +0.4% | 4,735 | -4.8% | 0.52% | -1.0% |
| Q3 2022 | $848,000 | -5.5% | 4,975 | -2.8% | 0.52% | -13.3% |
| Q2 2022 | $897,000 | -21.9% | 5,117 | -0.8% | 0.60% | -13.5% |
| Q1 2022 | $1,149,000 | -13.2% | 5,158 | -0.7% | 0.70% | -14.2% |
| Q4 2021 | $1,323,000 | +5.4% | 5,195 | -2.2% | 0.81% | -2.2% |
| Q3 2021 | $1,255,000 | -0.3% | 5,311 | -0.3% | 0.83% | -6.3% |
| Q2 2021 | $1,259,000 | +6.1% | 5,327 | -3.7% | 0.88% | +6.8% |
| Q1 2021 | $1,187,000 | -5.7% | 5,532 | -6.8% | 0.83% | -11.4% |
| Q4 2020 | $1,259,000 | +16.9% | 5,938 | -0.7% | 0.94% | +1.6% |
| Q3 2020 | $1,077,000 | +8.8% | 5,978 | -0.3% | 0.92% | +3.6% |
| Q2 2020 | $990,000 | +29.4% | 5,996 | -0.7% | 0.89% | +17.0% |
| Q1 2020 | $765,000 | -21.9% | 6,041 | -2.2% | 0.76% | -6.1% |
| Q4 2019 | $980,000 | +6.6% | 6,174 | -0.5% | 0.81% | -2.3% |
| Q3 2019 | $919,000 | -4.0% | 6,207 | -1.5% | 0.83% | -5.6% |
| Q2 2019 | $957,000 | -1.8% | 6,301 | -6.7% | 0.88% | -7.0% |
| Q1 2019 | $975,000 | +19.8% | 6,756 | -0.7% | 0.94% | +6.7% |
| Q4 2018 | $814,000 | – | 6,804 | – | 0.88% | – |
Download | ||||||
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% |