VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,742,217 | -2.2% | 29,482 | +3.4% | 2.40% | -0.9% |
| Q2 2023 | $5,868,396 | +11.3% | 28,519 | +5.4% | 2.42% | +5.4% |
| Q1 2023 | $5,271,263 | +11.6% | 27,047 | +6.3% | 2.30% | -1.6% |
| Q4 2022 | $4,723,611 | +8.8% | 25,447 | 0.0% | 2.34% | +3.0% |
| Q3 2022 | $4,340,000 | +1.9% | 25,447 | +39.7% | 2.27% | +4.1% |
| Q2 2022 | $4,261,000 | -9.8% | 18,218 | 0.0% | 2.18% | -5.8% |
| Q1 2022 | $4,722,000 | +1.8% | 18,218 | 0.0% | 2.31% | -1.7% |
| Q4 2021 | $4,639,000 | +13.6% | 18,218 | +5.4% | 2.35% | +5.6% |
| Q3 2021 | $4,083,000 | +1.9% | 17,278 | +1.9% | 2.23% | -10.4% |
| Q2 2021 | $4,007,000 | +17.9% | 16,954 | +7.0% | 2.49% | +2.9% |
| Q1 2021 | $3,400,000 | +12.1% | 15,846 | +10.8% | 2.42% | -6.0% |
| Q4 2020 | $3,033,000 | – | 14,300 | – | 2.57% | – |
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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% |