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 | $362,857 | -5.3% | 1,863 | 0.0% | 0.06% | -14.1% |
| Q2 2023 | $383,350 | -5.7% | 1,863 | -10.7% | 0.06% | -23.8% |
| Q1 2023 | $406,654 | +31.2% | 2,087 | +14.8% | 0.08% | -9.7% |
| Q3 2022 | $310,000 | -0.3% | 1,818 | +2.5% | 0.09% | -4.1% |
| Q2 2022 | $311,000 | -21.1% | 1,773 | +0.2% | 0.10% | +4.3% |
| Q1 2022 | $394,000 | -12.4% | 1,770 | +0.1% | 0.09% | -11.4% |
| Q4 2021 | $450,000 | +7.9% | 1,768 | +0.1% | 0.10% | +6.1% |
| Q3 2021 | $417,000 | 0.0% | 1,766 | +0.1% | 0.10% | -10.8% |
| Q2 2021 | $417,000 | – | 1,764 | – | 0.11% | – |
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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% |