VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 827 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $229,000 | +12.8% | 1,043 | +0.2% | 0.09% | -3.4% |
| Q3 2023 | $203,000 | -6.0% | 1,041 | -0.7% | 0.09% | -2.2% |
| Q2 2023 | $216,000 | +6.4% | 1,048 | +0.8% | 0.09% | +9.6% |
| Q1 2023 | $203,000 | -12.1% | 1,040 | +0.5% | 0.08% | -15.3% |
| Q1 2022 | $231,000 | -12.2% | 1,035 | +0.1% | 0.10% | -9.3% |
| Q4 2021 | $263,000 | +7.8% | 1,034 | +0.1% | 0.11% | +0.9% |
| Q3 2021 | $244,000 | -7.6% | 1,033 | -7.4% | 0.11% | -8.5% |
| Q2 2021 | $264,000 | -10.5% | 1,116 | -19.0% | 0.12% | -12.7% |
| Q1 2021 | $295,000 | -16.4% | 1,377 | -17.4% | 0.13% | -15.7% |
| Q4 2020 | $353,000 | +15.4% | 1,667 | -1.8% | 0.16% | +6.0% |
| Q3 2020 | $306,000 | 0.0% | 1,698 | -8.4% | 0.15% | -6.2% |
| Q2 2020 | $306,000 | +28.0% | 1,853 | -1.9% | 0.16% | +2.6% |
| Q1 2020 | $239,000 | -23.2% | 1,888 | -3.8% | 0.16% | -2.5% |
| Q4 2019 | $311,000 | – | 1,962 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Truepoint, Inc. | 814,958 | $207,505,000 | 9.68% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 394,373 | $100,415,000 | 9.62% |
| BHK Investment Advisors, LLC | 93,433 | $23,790,000 | 9.38% |
| Fulcrum Capital LLC | 159,437 | $40,596,000 | 8.80% |
| Bryn Mawr Capital Management, LLC | 79,447 | $20,229,000 | 7.68% |
| Axiom Advisory, LLC | 35,939 | $9,158,000 | 7.52% |
| Praetorian Wealth Management, Inc. | 89,166 | $22,703,000 | 7.37% |
| Waverly Advisors, LLC | 365,078 | $80,503,000 | 6.96% |
| Trust Co | 112,449 | $28,631,000 | 6.68% |
| AIRE ADVISORS, LLC | 57,003 | $14,517,000 | 6.27% |