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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,447,730 | -11.0% | 7,433 | -6.0% | 0.38% | -11.9% |
| Q2 2023 | $1,626,821 | +4.4% | 7,906 | -1.2% | 0.43% | -1.6% |
| Q1 2023 | $1,558,732 | +6.6% | 7,998 | -1.6% | 0.44% | +2.6% |
| Q4 2022 | $1,461,808 | +2.9% | 8,132 | -2.3% | 0.42% | +0.7% |
| Q3 2022 | $1,420,000 | -3.7% | 8,327 | -1.0% | 0.42% | -4.3% |
| Q2 2022 | $1,475,000 | -22.1% | 8,412 | -1.0% | 0.44% | -11.8% |
| Q1 2022 | $1,893,000 | -10.5% | 8,496 | +2.3% | 0.50% | -9.7% |
| Q4 2021 | $2,115,000 | +10.4% | 8,308 | +2.5% | 0.55% | -0.4% |
| Q3 2021 | $1,916,000 | +0.9% | 8,107 | +0.9% | 0.56% | +5.5% |
| Q2 2021 | $1,899,000 | +14.9% | 8,036 | +4.3% | 0.53% | +16.9% |
| Q1 2021 | $1,653,000 | -0.1% | 7,707 | -1.2% | 0.45% | -7.6% |
| Q4 2020 | $1,654,000 | +16.8% | 7,803 | -0.4% | 0.49% | +7.7% |
| Q3 2020 | $1,416,000 | – | 7,836 | – | 0.45% | – |
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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% |