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 | $782,781 | -5.3% | 4,019 | 0.0% | 0.12% | -1.7% |
| Q2 2023 | $826,990 | +5.5% | 4,019 | -0.0% | 0.12% | 0.0% |
| Q1 2023 | $783,653 | +8.8% | 4,021 | +0.3% | 0.12% | +3.5% |
| Q4 2022 | $720,478 | +54.3% | 4,008 | +46.4% | 0.11% | +39.5% |
| Q3 2022 | $467,000 | -5.7% | 2,737 | -3.0% | 0.08% | 0.0% |
| Q2 2022 | $495,000 | -21.3% | 2,822 | 0.0% | 0.08% | -13.8% |
| Q1 2022 | $629,000 | -14.0% | 2,822 | -1.7% | 0.09% | -14.5% |
| Q4 2021 | $731,000 | +7.7% | 2,872 | 0.0% | 0.11% | +3.8% |
| Q3 2021 | $679,000 | +3.0% | 2,872 | +3.0% | 0.11% | +5.0% |
| Q2 2021 | $659,000 | +10.2% | 2,787 | 0.0% | 0.10% | +5.2% |
| Q1 2021 | $598,000 | +1.2% | 2,787 | 0.0% | 0.10% | +1.1% |
| Q4 2020 | $591,000 | +17.7% | 2,787 | 0.0% | 0.10% | -1.0% |
| Q3 2020 | $502,000 | +9.1% | 2,787 | 0.0% | 0.10% | +5.5% |
| Q2 2020 | $460,000 | +30.3% | 2,787 | 0.0% | 0.09% | +7.1% |
| Q1 2020 | $353,000 | -20.9% | 2,787 | -0.9% | 0.08% | 0.0% |
| Q4 2019 | $446,000 | – | 2,812 | – | 0.08% | – |
Download | ||||||
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% |