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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $192,930,775 | +10.0% | 937,604 | +4.2% | 0.70% | +7.2% |
| Q1 2023 | $175,399,052 | +8.7% | 899,990 | +0.2% | 0.65% | +2.5% |
| Q4 2022 | $161,400,572 | -11.6% | 897,867 | -16.1% | 0.64% | -18.9% |
| Q3 2022 | $182,487,000 | -20.3% | 1,070,053 | -18.0% | 0.78% | -13.3% |
| Q2 2022 | $228,904,000 | +5.6% | 1,305,192 | +33.6% | 0.90% | +20.1% |
| Q1 2022 | $216,834,000 | +1.0% | 976,755 | +15.4% | 0.75% | +6.5% |
| Q4 2021 | $214,639,000 | +10.2% | 846,565 | +2.7% | 0.71% | +4.3% |
| Q3 2021 | $194,822,000 | -0.6% | 824,467 | -0.6% | 0.68% | +0.7% |
| Q2 2021 | $196,064,000 | +0.5% | 829,547 | -8.7% | 0.67% | -3.7% |
| Q1 2021 | $195,040,000 | -3.4% | 908,895 | -4.5% | 0.70% | -7.9% |
| Q4 2020 | $201,861,000 | +10.6% | 951,863 | -6.0% | 0.76% | -7.0% |
| Q3 2020 | $182,447,000 | +6.2% | 1,012,811 | -2.7% | 0.82% | -0.4% |
| Q2 2020 | $171,793,000 | +37.5% | 1,040,662 | +5.5% | 0.82% | +13.6% |
| Q1 2020 | $124,926,000 | -2.5% | 986,068 | +22.2% | 0.72% | +17.1% |
| Q4 2019 | $128,162,000 | +8.3% | 807,166 | +1.0% | 0.62% | 0.0% |
| Q3 2019 | $118,382,000 | +2.5% | 799,282 | +3.3% | 0.62% | -3.3% |
| Q2 2019 | $115,479,000 | +10.9% | 773,415 | +6.1% | 0.64% | -23.8% |
| Q1 2019 | $104,083,000 | +8.4% | 729,020 | -9.1% | 0.84% | +183.1% |
| Q4 2018 | $95,975,000 | +19.3% | 801,865 | +42.0% | 0.30% | -30.1% |
| Q3 2018 | $80,476,000 | -1.3% | 564,747 | -6.9% | 0.42% | -6.2% |
| Q2 2018 | $81,570,000 | +37.7% | 606,870 | +32.8% | 0.45% | +32.4% |
| Q1 2018 | $59,217,000 | +22.6% | 456,888 | +20.8% | 0.34% | +21.9% |
| Q4 2017 | $48,318,000 | +8.3% | 378,313 | +3.2% | 0.28% | +1.5% |
| Q3 2017 | $44,626,000 | +6.3% | 366,536 | +2.7% | 0.28% | -3.5% |
| Q2 2017 | $41,980,000 | – | 356,728 | – | 0.28% | – |
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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% |