VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 730 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 1.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,108 | -5.3% | 1,356 | 0.0% | 0.20% | -2.8% |
| Q2 2023 | $279,024 | +5.6% | 1,356 | 0.0% | 0.21% | 0.0% |
| Q1 2023 | $264,271 | +8.4% | 1,356 | 0.0% | 0.21% | +4.5% |
| Q4 2022 | $243,755 | +5.5% | 1,356 | 0.0% | 0.20% | -9.8% |
| Q3 2022 | $231,000 | -3.8% | 1,356 | -1.1% | 0.22% | +3.2% |
| Q2 2022 | $240,000 | -22.1% | 1,371 | -0.7% | 0.22% | -15.6% |
| Q1 2022 | $308,000 | -12.5% | 1,381 | 0.0% | 0.26% | -8.5% |
| Q4 2021 | $352,000 | +8.0% | 1,381 | 0.0% | 0.28% | +2.2% |
| Q3 2021 | $326,000 | 0.0% | 1,381 | 0.0% | 0.28% | 0.0% |
| Q2 2021 | $326,000 | +10.1% | 1,381 | 0.0% | 0.28% | +3.4% |
| Q1 2021 | $296,000 | -17.8% | 1,381 | -18.7% | 0.27% | -13.6% |
| Q4 2020 | $360,000 | – | 1,698 | – | 0.31% | – |
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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% |