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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,731,089 | +11.0% | 7,884 | -1.6% | 0.43% | +2.9% |
| Q3 2023 | $1,560,107 | -20.8% | 8,010 | -16.3% | 0.42% | -26.2% |
| Q2 2023 | $1,969,630 | +14.7% | 9,572 | +8.6% | 0.56% | +0.7% |
| Q1 2023 | $1,717,760 | +61.6% | 8,814 | +49.1% | 0.56% | +67.7% |
| Q4 2022 | $1,062,920 | +30.9% | 5,913 | +24.1% | 0.33% | -1.8% |
| Q3 2022 | $812,000 | +38.1% | 4,766 | +42.1% | 0.34% | +31.8% |
| Q2 2022 | $588,000 | -18.7% | 3,355 | +3.4% | 0.26% | -3.0% |
| Q1 2022 | $723,000 | -41.6% | 3,245 | -33.3% | 0.27% | -39.1% |
| Q4 2021 | $1,237,000 | +35.5% | 4,862 | +25.7% | 0.44% | +20.7% |
| Q3 2021 | $913,000 | +5.5% | 3,867 | +5.6% | 0.36% | +8.4% |
| Q2 2021 | $865,000 | +23.7% | 3,663 | +12.3% | 0.33% | +15.2% |
| Q1 2021 | $699,000 | – | 3,261 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SWAN Capital LLC | 61,402 | $11,959,171 | 9.54% |
| BHK Investment Advisors, LLC | 106,011 | $20,647,706 | 9.50% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 431,212 | $83,987,161 | 9.04% |
| Axiom Advisory, LLC | 40,794 | $7,945,460 | 7.15% |
| Trust Co | 226,435 | $44,101,585 | 7.11% |
| Pacific Life Fund Advisors LLC | 336,836 | $65,605,548 | 6.94% |
| Davis Investment Partners, LLC | 67,620 | $12,928,577 | 6.88% |
| Praetorian Wealth Management, Inc. | 108,901 | $21,210,647 | 6.74% |
| Truepoint, Inc. | 1,026,813 | $199,992,411 | 6.43% |
| Hyperion Partners, LLC | 34,949 | $6,806,969 | 5.88% |