VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188,097 | -7.6% | 6,100 | -2.3% | 0.13% | -11.3% |
| Q2 2023 | $1,285,240 | +4.5% | 6,246 | -1.0% | 0.14% | -7.2% |
| Q1 2023 | $1,230,013 | +11.8% | 6,311 | +3.1% | 0.15% | -8.4% |
| Q4 2022 | $1,100,132 | +9.6% | 6,120 | +4.0% | 0.17% | -27.4% |
| Q3 2022 | $1,004,000 | -3.0% | 5,885 | -0.3% | 0.23% | -13.9% |
| Q2 2022 | $1,035,000 | -20.9% | 5,904 | +0.5% | 0.27% | -19.6% |
| Q1 2022 | $1,309,000 | -22.6% | 5,874 | -11.6% | 0.33% | -30.0% |
| Q4 2021 | $1,692,000 | – | 6,643 | – | 0.47% | – |
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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% |