VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 736 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,388 | +3.0% | 1,003 | -10.0% | 0.08% | -6.2% |
| Q4 2022 | $200,432 | -14.3% | 1,115 | -16.3% | 0.08% | -15.6% |
| Q2 2022 | $234,000 | -22.5% | 1,332 | -1.6% | 0.10% | -9.4% |
| Q1 2022 | $302,000 | -27.2% | 1,354 | -23.0% | 0.11% | -32.1% |
| Q3 2021 | $415,000 | -5.0% | 1,758 | -4.9% | 0.16% | -8.8% |
| Q2 2021 | $437,000 | +14.1% | 1,848 | +3.6% | 0.17% | +3.6% |
| Q1 2021 | $383,000 | +17.5% | 1,784 | +16.1% | 0.16% | +5.1% |
| Q4 2020 | $326,000 | +0.9% | 1,537 | -14.3% | 0.16% | -13.7% |
| Q3 2020 | $323,000 | -13.4% | 1,794 | -20.5% | 0.18% | -20.5% |
| Q2 2020 | $373,000 | +73.5% | 2,258 | +32.7% | 0.23% | +38.8% |
| Q1 2020 | $215,000 | +313.5% | 1,701 | +286.6% | 0.16% | +258.7% |
| Q4 2018 | $52,000 | – | 440 | – | 0.05% | – |
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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% |