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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,943 | +5.6% | 1,030 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $200,737 | -18.1% | 1,030 | -6.4% | 0.02% | -9.1% |
| Q1 2022 | $245,000 | -12.5% | 1,100 | 0.0% | 0.02% | -8.3% |
| Q4 2021 | $280,000 | +7.7% | 1,100 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $260,000 | 0.0% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $260,000 | +10.2% | 1,100 | 0.0% | 0.02% | +4.2% |
| Q1 2021 | $236,000 | -30.6% | 1,100 | -31.5% | 0.02% | -33.3% |
| Q4 2020 | $340,000 | – | 1,605 | – | 0.04% | – |
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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% |