VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 750 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $349,152 | +18.7% | 1,590 | +5.2% | 0.20% | +6.5% |
| Q3 2023 | $294,223 | -4.8% | 1,511 | +0.6% | 0.19% | -1.6% |
| Q2 2023 | $309,121 | +5.6% | 1,502 | 0.0% | 0.19% | +2.2% |
| Q1 2023 | $292,710 | -9.1% | 1,502 | -16.1% | 0.18% | -11.5% |
| Q4 2022 | $322,035 | -33.6% | 1,791 | -37.1% | 0.21% | -39.6% |
| Q3 2022 | $485,000 | -13.4% | 2,846 | -10.8% | 0.35% | -9.4% |
| Q2 2022 | $560,000 | -58.7% | 3,192 | -47.5% | 0.38% | -53.2% |
| Q1 2022 | $1,355,000 | -30.9% | 6,081 | -21.0% | 0.82% | -29.6% |
| Q4 2021 | $1,961,000 | +8.6% | 7,700 | +0.7% | 1.16% | -0.3% |
| Q3 2021 | $1,806,000 | -2.7% | 7,644 | -2.7% | 1.16% | -2.2% |
| Q2 2021 | $1,857,000 | -6.2% | 7,856 | -14.9% | 1.19% | -12.4% |
| Q1 2021 | $1,980,000 | +1.1% | 9,227 | -0.1% | 1.36% | -6.0% |
| Q4 2020 | $1,958,000 | – | 9,232 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Truepoint, Inc. | 814,958 | $207,505,000 | 9.68% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 394,373 | $100,415,000 | 9.62% |
| BHK Investment Advisors, LLC | 93,433 | $23,790,000 | 9.38% |
| Fulcrum Capital LLC | 159,437 | $40,596,000 | 8.80% |
| Bryn Mawr Capital Management, LLC | 79,447 | $20,229,000 | 7.68% |
| Axiom Advisory, LLC | 35,939 | $9,158,000 | 7.52% |
| Praetorian Wealth Management, Inc. | 89,166 | $22,703,000 | 7.37% |
| Waverly Advisors, LLC | 365,078 | $80,503,000 | 6.96% |
| Trust Co | 112,449 | $28,631,000 | 6.68% |
| AIRE ADVISORS, LLC | 57,003 | $14,517,000 | 6.27% |