VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 727 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,514,209 | -4.8% | 23,177 | +0.5% | 2.20% | -6.0% |
| Q2 2023 | $4,743,832 | +3.1% | 23,054 | -2.4% | 2.34% | -0.8% |
| Q1 2023 | $4,601,938 | +5.6% | 23,613 | -2.6% | 2.36% | -8.0% |
| Q4 2022 | $4,359,899 | -1.4% | 24,254 | -6.4% | 2.56% | -4.3% |
| Q3 2022 | $4,421,000 | +19.9% | 25,922 | +23.3% | 2.68% | +14.3% |
| Q2 2022 | $3,688,000 | -7.5% | 21,026 | +17.4% | 2.34% | -3.3% |
| Q1 2022 | $3,989,000 | +5290.5% | 17,903 | +6031.2% | 2.42% | +4840.8% |
| Q4 2021 | $74,000 | +7.2% | 292 | 0.0% | 0.05% | -5.8% |
| Q3 2021 | $69,000 | -1.4% | 292 | -2.0% | 0.05% | -11.9% |
| Q2 2021 | $70,000 | +9.4% | 298 | 0.0% | 0.06% | -16.9% |
| Q1 2021 | $64,000 | -43.9% | 298 | -44.4% | 0.07% | -46.2% |
| Q4 2020 | $114,000 | +26.7% | 536 | +7.2% | 0.13% | +26.9% |
| Q3 2020 | $90,000 | +114.3% | 500 | +98.4% | 0.10% | +126.1% |
| Q2 2020 | $42,000 | – | 252 | – | 0.05% | – |
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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% |