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 | $330,831 | -7.0% | 1,699 | -1.7% | 0.05% | -6.0% |
| Q2 2023 | $355,878 | -5.0% | 1,729 | -10.0% | 0.05% | -7.4% |
| Q1 2023 | $374,462 | +8.4% | 1,921 | -0.1% | 0.05% | 0.0% |
| Q4 2022 | $345,554 | +3.2% | 1,922 | -2.1% | 0.05% | -11.5% |
| Q3 2022 | $335,000 | -8.0% | 1,963 | -5.4% | 0.06% | -4.7% |
| Q2 2022 | $364,000 | -27.5% | 2,076 | -11.5% | 0.06% | -32.6% |
| Q1 2022 | $502,000 | -15.9% | 2,345 | 0.0% | 0.10% | +5.6% |
| Q4 2021 | $597,000 | +7.8% | 2,345 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $554,000 | -0.2% | 2,345 | 0.0% | 0.09% | -3.2% |
| Q2 2021 | $555,000 | +8.8% | 2,345 | 0.0% | 0.09% | -3.1% |
| Q1 2021 | $510,000 | +0.8% | 2,345 | -1.3% | 0.10% | -9.4% |
| Q4 2020 | $506,000 | +17.9% | 2,377 | 0.0% | 0.11% | -12.4% |
| Q3 2020 | $429,000 | +9.4% | 2,377 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $392,000 | -10.7% | 2,377 | -13.8% | 0.12% | -14.1% |
| Q4 2019 | $439,000 | – | 2,758 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 314,982 | $33,568,000 | 20.65% |
| Truepoint, Inc. | 796,291 | $84,861,000 | 12.76% |
| Quantitative Advantage, LLC | 373,221 | $39,774,000 | 10.25% |
| Arrow Investment Advisors, LLC | 446,227 | $47,554,000 | 9.57% |
| IBBOTSON ASSOCIATES INC | 87,251 | $9,298,000 | 6.26% |
| Avior Wealth Management, LLC | 55,828 | $5,950,000 | 4.64% |
| Cranbrook Wealth Management, LLC | 70,138 | $7,475,000 | 4.29% |
| FundX Investment Group, LLC | 78,123 | $8,326,000 | 3.45% |
| Community Financial Services Group, LLC | 67,348 | $7,177,000 | 3.42% |
| CHURCHILL MANAGEMENT Corp | 893,131 | $95,181,000 | 3.39% |