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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |