VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,675 | +0.1% | 2,879 | +6.5% | 0.20% | +2.0% |
| Q2 2023 | $556,244 | +9.2% | 2,703 | +3.2% | 0.20% | +9.4% |
| Q1 2023 | $509,542 | +9.0% | 2,619 | +0.7% | 0.18% | +0.6% |
| Q4 2022 | $467,409 | +9.7% | 2,600 | +4.2% | 0.18% | -0.6% |
| Q3 2022 | $426,000 | -44.8% | 2,495 | -43.3% | 0.18% | -41.6% |
| Q2 2022 | $772,000 | -14.4% | 4,399 | +9.3% | 0.31% | -5.5% |
| Q1 2022 | $902,000 | -9.0% | 4,023 | +3.4% | 0.33% | -8.4% |
| Q4 2021 | $991,000 | +7.8% | 3,891 | +1.2% | 0.36% | -3.0% |
| Q3 2021 | $919,000 | +17.1% | 3,843 | +15.8% | 0.37% | +10.5% |
| Q2 2021 | $785,000 | +14.8% | 3,319 | +5.9% | 0.33% | -6.2% |
| Q1 2021 | $684,000 | +38.2% | 3,135 | +34.2% | 0.36% | +20.3% |
| Q4 2020 | $495,000 | – | 2,336 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 411,387 | $97,211,000 | 10.05% |
| Truepoint, Inc. | 811,502 | $191,758,000 | 9.63% |
| BHK Investment Advisors, LLC | 94,492 | $22,329,000 | 9.20% |
| Fulcrum Capital LLC | 155,120 | $36,655,000 | 8.77% |
| Waverly Advisors, LLC | 344,878 | $89,520,000 | 7.65% |
| Bryn Mawr Capital Management, LLC | 70,939 | $16,763,000 | 7.60% |
| Praetorian Wealth Management, Inc. | 87,146 | $20,593,000 | 6.98% |
| Trust Co | 111,224 | $26,281,000 | 6.74% |
| Goepper Burkhardt LLC | 38,030 | $8,987,000 | 5.73% |
| J.W. COLE ADVISORS, INC. | 384,681 | $76,626,000 | 5.48% |