VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $791,935 | -6.5% | 4,066 | -1.2% | 0.44% | -5.4% |
| Q2 2023 | $846,949 | +72.6% | 4,116 | +63.5% | 0.47% | +131.8% |
| Q1 2023 | $490,733 | +6.3% | 2,518 | -1.9% | 0.20% | -9.0% |
| Q4 2022 | $461,624 | -2.2% | 2,568 | -0.8% | 0.22% | -12.3% |
| Q3 2022 | $472,000 | +1.7% | 2,588 | -0.2% | 0.25% | -5.3% |
| Q2 2022 | $464,000 | -20.4% | 2,593 | -0.3% | 0.27% | -11.6% |
| Q1 2022 | $583,000 | -21.4% | 2,601 | -10.8% | 0.30% | -17.3% |
| Q4 2021 | $742,000 | +9.1% | 2,915 | +1.3% | 0.36% | -17.1% |
| Q3 2021 | $680,000 | +1.0% | 2,879 | +1.1% | 0.44% | -1.6% |
| Q2 2021 | $673,000 | +17.0% | 2,849 | +6.4% | 0.45% | -4.3% |
| Q1 2021 | $575,000 | +4.7% | 2,678 | +3.5% | 0.47% | -8.8% |
| Q4 2020 | $549,000 | – | 2,587 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 410,751 | $97,081,000 | 10.03% |
| Truepoint, Inc. | 762,319 | $180,174,000 | 9.97% |
| BHK Investment Advisors, LLC | 96,165 | $22,729,000 | 9.28% |
| Fulcrum Capital LLC | 153,821 | $36,356,000 | 9.12% |
| Bryn Mawr Capital Management, LLC | 70,928 | $16,764,000 | 7.59% |
| Waverly Advisors, LLC | 333,121 | $80,798,000 | 7.45% |
| Praetorian Wealth Management, Inc. | 86,729 | $20,498,000 | 6.85% |
| Goepper Burkhardt LLC | 38,127 | $9,011,000 | 5.69% |
| ERTS Wealth Advisors, LLC | 84,075 | $19,885,000 | 5.38% |
| Parcion Private Wealth LLC | 225,848 | $53,379,000 | 5.35% |