Orion Portfolio Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$655,263
-36.7%
3,364
-33.1%
0.01%
-27.3%
Q2 2023$1,034,541
-28.4%
5,028
-32.2%
0.01%
-38.9%
Q1 2023$1,445,836
+197.7%
7,419
+174.7%
0.02%
+5.9%
Q4 2022$485,603
+47.6%
2,701
+39.9%
0.02%
+30.8%
Q3 2022$329,000
-1.8%
1,931
+1.0%
0.01%0.0%
Q2 2022$335,000
-29.9%
1,912
-10.9%
0.01%
-23.5%
Q1 2022$478,000
+89.7%
2,147
+117.1%
0.02%
+112.5%
Q4 2021$252,000
+7.7%
989
-0.3%
0.01%
-11.1%
Q3 2021$234,000
-44.4%
992
-49.5%
0.01%
-50.0%
Q1 2021$421,000
+18.3%
1,964
+17.0%
0.02%
+5.9%
Q4 2020$356,000
+456.2%
1,679
+331.6%
0.02%
+466.7%
Q2 2020$64,000
+146.2%
389
+87.0%
0.00%
+50.0%
Q1 2020$26,000
-46.9%
208
-32.7%
0.00%
-50.0%
Q4 2019$49,0003090.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Waverly Advisors, LLC 402,660$38,804,00016.14%
Truepoint, Inc. 760,522$73,292,00012.89%
Noven Financial Group, Inc. 155,085$14,946,00010.76%
Cranbrook Wealth Management, LLC 72,062$6,945,0004.62%
SVA Wealth Management, LLC 83,302$8,028,0003.43%
Avior Wealth Management, LLC 40,946$3,946,0003.31%
MCF Advisors LLC 109,300$10,122,0003.19%
Community Financial Services Group, LLC 62,894$6,061,0003.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 78,295$7,545,0002.65%
IBBOTSON ASSOCIATES INC 18,026$1,737,0002.39%
View complete list of VANGUARD INDEX FDS shareholders