VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 629 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.97 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,987,161 | -20.0% | 431,212 | -15.5% | 9.04% | -12.3% |
| Q2 2023 | $105,017,600 | +19.9% | 510,364 | +13.6% | 10.31% | +8.8% |
| Q1 2023 | $87,570,898 | +8.4% | 449,335 | +0.0% | 9.48% | +3.1% |
| Q4 2022 | $80,767,966 | +4.3% | 449,310 | -1.1% | 9.20% | -0.6% |
| Q3 2022 | $77,454,000 | -2.4% | 454,168 | +2.9% | 9.25% | +0.7% |
| Q2 2022 | $79,361,000 | -10.4% | 441,410 | +11.0% | 9.19% | +3.4% |
| Q1 2022 | $88,603,000 | -11.8% | 397,663 | +0.8% | 8.89% | -7.6% |
| Q4 2021 | $100,415,000 | +3.3% | 394,373 | -4.1% | 9.62% | -4.3% |
| Q3 2021 | $97,211,000 | +0.1% | 411,387 | +0.2% | 10.05% | +0.2% |
| Q2 2021 | $97,081,000 | -8.7% | 410,751 | -17.1% | 10.03% | -3.5% |
| Q1 2021 | $106,329,000 | +1.4% | 495,500 | +0.2% | 10.40% | -15.0% |
| Q4 2020 | $104,906,000 | +17.5% | 494,677 | -0.2% | 12.24% | -0.2% |
| Q3 2020 | $89,300,000 | +12.7% | 495,723 | +6.5% | 12.26% | +2.1% |
| Q2 2020 | $79,261,000 | +45.2% | 465,501 | +8.0% | 12.02% | +8.1% |
| Q1 2020 | $54,592,000 | +10.2% | 430,907 | +38.1% | 11.12% | +63.2% |
| Q4 2019 | $49,545,000 | +504.0% | 312,033 | +355.3% | 6.81% | +329.4% |
| Q4 2018 | $8,203,000 | – | 68,534 | – | 1.59% | – |
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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% |