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 | $5,256,793 | -49.0% | 26,990 | -46.2% | 1.80% | -47.5% |
| Q2 2023 | $10,314,729 | +6.7% | 50,127 | +1.0% | 3.44% | +3.0% |
| Q1 2023 | $9,669,016 | +52.4% | 49,613 | +40.6% | 3.34% | +35.2% |
| Q4 2022 | $6,344,599 | -17.0% | 35,295 | -21.3% | 2.47% | -24.0% |
| Q3 2022 | $7,648,000 | +9.4% | 44,845 | +12.5% | 3.25% | +8.0% |
| Q2 2022 | $6,991,000 | +10.3% | 39,864 | +40.1% | 3.01% | +23.2% |
| Q1 2022 | $6,338,000 | -4.7% | 28,444 | +8.9% | 2.44% | -14.2% |
| Q4 2021 | $6,649,000 | +9.2% | 26,113 | +1.3% | 2.85% | -0.3% |
| Q3 2021 | $6,089,000 | +0.5% | 25,768 | +0.5% | 2.86% | +1.1% |
| Q2 2021 | $6,060,000 | +25.7% | 25,641 | +14.1% | 2.83% | +2.6% |
| Q1 2021 | $4,820,000 | +1.6% | 22,463 | +0.4% | 2.76% | -6.7% |
| Q4 2020 | $4,743,000 | +22.8% | 22,367 | +4.3% | 2.96% | +2.3% |
| Q3 2020 | $3,862,000 | +620.5% | 21,437 | +560.6% | 2.89% | +406.0% |
| Q2 2020 | $536,000 | – | 3,245 | – | 0.57% | – |
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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% |