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 | $283,256 | -5.1% | 1,451 | 0.0% | 0.05% | -1.9% |
| Q2 2023 | $298,566 | +5.6% | 1,451 | +0.1% | 0.05% | -1.9% |
| Q1 2023 | $282,678 | +8.5% | 1,450 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $260,611 | +5.5% | 1,450 | +0.1% | 0.05% | -5.3% |
| Q3 2022 | $247,000 | -2.8% | 1,449 | 0.0% | 0.06% | +5.6% |
| Q2 2022 | $254,000 | +23.9% | 1,449 | +57.2% | 0.05% | +45.9% |
| Q1 2022 | $205,000 | -12.8% | 922 | 0.0% | 0.04% | -9.8% |
| Q4 2021 | $235,000 | +7.8% | 922 | 0.0% | 0.04% | -22.6% |
| Q3 2021 | $218,000 | -0.9% | 922 | -1.0% | 0.05% | -5.4% |
| Q2 2021 | $220,000 | – | 931 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Howard Capital Management Inc. | 194,211 | $29,709,000 | 13.18% |
| Truepoint, Inc. | 917,596 | $137,006,000 | 11.05% |
| Bryn Mawr Capital Management, LLC | 74,417 | $11,111,000 | 9.43% |
| Q3 Asset Management | 47,896 | $3,874,000 | 9.08% |
| Waverly Advisors, LLC | 319,127 | $47,649,000 | 7.10% |
| BHK Investment Advisors, LLC | 76,071 | $11,358,000 | 6.46% |
| HNP Capital LLC | 63,183 | $9,434,000 | 5.53% |
| Vectors Research Management, LLC | 66,463 | $9,924,000 | 5.36% |
| Community Financial Services Group, LLC | 103,254 | $15,417,000 | 5.27% |
| WoodTrust Financial Corp | 63,206 | $9,437,000 | 4.25% |